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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.

“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