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Professional Service | Finance | Technology

Wealth Access

Professional Service | Finance | Technology

Wealth Access

Description

 

Wealth Access is an advisor software company that aggregates data from complex global portfolios and renders it in a simple, clear, real-time digital dashboard. The combination of forward-thinking technology and service-oriented support has made them one of the fastest growing wealth management platforms in America.

dual blue Wealth Access logo with tagline: Building Lasting Client Relationships Through Intelligent Aggregation on off-white background
Wealth Access Homepage designed by Circa
Wealth Access ad. ina white circle dual blue Wealth Access logo over copy: Best-in-Class personal financial management (PFM) for (bolded) financial advisors. Below white circle contact info: WEALTHACCESS.COM | 866.612.0324 | INFO@WEALTHACCESS.COM. Twitter icon ASmarterLook
Wealth Access environmental graphic
two Wealth Access infographics. Left: The Power of Intelligent Aggregation. Right: Next Generation How We Do It

“Circa proved to be an exceptional design partner for us. They were able to capture our corporate identity in a distinctive logo and help us launch a successful branding platform. I highly recommend this firm.”

-David Benskin, Wealth Access