Fundz

James Elwood and Michael Anzola Join Wealth Access’ Executive Team

PRIVATEFeb 01, 2024

Position

Chief Technology Officer

Company

Wealth Access

James Elwood
jelwood@wealthaccess.com
Nashville DavidsonInformation TechnologyFinancial ServicesFintechLendingBankingAnalytics

Description

Wealth Access announces the appointment of James Elwood as Chief Technology Officer (CTO) and Michael Anzola as Head of Strategy and Product.

Quick answer

James Elwood and Michael Anzola Join Wealth Access’ Executive Team (February 1, 2024). Wealth Access is based in Nashville Davidson, Tennessee, United States.

Who is the new Chief Technology Officer at Wealth Access?
Wealth Access named James Elwood Chief Technology Officer, announced February 1, 2024.
What did Wealth Access announce on February 1, 2024?
Wealth Access announces the appointment of James Elwood as Chief Technology Officer (CTO) and Michael Anzola as Head of Strategy and Product.
What does Wealth Access do?
Wealth Access is the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions.
Where is Wealth Access based?
Wealth Access is based in Nashville Davidson, Tennessee, United States.
Which similar companies made leadership changes around the same time?
First Financial (February 2, 2024), Freedom Holding Corp (January 29, 2024), FinWise Bancorp (February 5, 2024) and Tietoevry Banking (February 6, 2024) also announced leadership changes within 45 days of Wealth Access.

Source: Fundz verified event record.

Other recent leadership changes in Financial Services and Fintech

Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.

Who to call at Wealth Access, and when

A new leader at Wealth Access brings new priorities and often new vendors. The first weeks are when they listen.

  • An alert the day Wealth Access raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Wealth Access, from your own LinkedIn network

Works inside ChatGPT and Claude. Ask who to call at Wealth Access. With Fundz connected, it knows.

Watch Fundz in
See plan options
Trusted byOracleSnowflakeCloudflareLinkedInGoogleSalesforce 4.8/5 on G2

Company Information

Company

Wealth Access

Location

Nashville Davidson, Tennessee, United States

About

Wealth Access is the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions. Their technology empowers bankers and advisors to seamlessly integrate various wealth data, including brokerage, trust, and retirement accounts, into business and retail banking experiences to better visualize customers' unique financial needs.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment Wealth Access changes its leadership, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

James
Likely contact at this company
••••••••@••••••••

See James's verified email →

Create an account to reveal verified emails
Predictive Intelligence
Strategic

ML-powered predictions for Wealth Access's next move

Learn about Strategic plan

Wealth Access changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

5 screens from a live account. No signup.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.