Wealth Access, a technology provider specializing in wealth data and digital banking services, is looking to refresh its business strategy with the addition of a seasoned veteran to its C-suite.
On Wednesday, the firm announced the appointment of Drew DiMarino as its new chief revenue officer. DiMarino, an industry veteran with nearly three decades of experience, joins the company during a period of significant growth and rising demand for wealth management solutions within financial institutions.
Wealth Access offers a platform that integrates customer data to provide financial institutions with unified insights, enabling them to enhance client experiences, increase deposits, and drive personalized banking services. DiMarino’s role will focus on overseeing all revenue-generating initiatives as the company seeks to expand its market presence while maintaining profitability.
"I have known Drew for more than a decade, and his unparalleled industry knowledge and technological expertise are reflected in every aspect of his work," David Benskin, CEO of Wealth Access, said in a statement. "In his previous positions, he has been extremely successful in developing client relationships that drove overall company growth. We are thrilled to have him join our leadership team."
Before joining Wealth Access, DiMarino held senior leadership positions at prominent firms including Riskalyze, which rebranded to Nitrogen last year. He stepped in as the firm's chief growth officer in 2019, leading revenue strategies that grew its client base until his departure in April 2023.
Pre-Riskalyze, he held executive positions at Apiture and eMoney Advisor, where he played an instrumental role to the company’s acquisition by Fidelity.
Commenting on his new role, DiMarino said, "Wealth Access, by unifying data, empowers banks to break down traditional silos between wealth, trust, and brokerage, offering a more personalized experience that drives deeper relationships." He added, "I am excited to be part of such a dynamic company that is transforming how banks manage wealth within their own operations."
Benskin further noted that DiMarino’s arrival coincides with the company’s annual executive summit, which will host leaders from 22 firms overseeing more than $1.3 trillion in bank assets and over $11 trillion in wealth management.
Merrill's latest hires span Colorado to Louisiana, even as industry-wide recruiting data suggests the firm is losing almost as many advisors as it gains.
The $36 million buy allegedly hid inflated books and a $50 million diversion.
“An award citing emotional distress is very unusual,” an industry executive said.
New EBRI research found workers who participated in employer financial education reported higher confidence, literacy and financial satisfaction.
Beyond operational excellence, the winning advisors of the future are the ones who can reach across multiple disciplines without discarding specialist skills.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
