The firm said it now reports on over $20 billion - a 350 per cent increase year-over-year - and has logged a 1,437 per cent growth - a 14-fold increase - in active users during this time.

Joining Wealth Access are: Doug McPhail, director of sales engineering; Paul Polese, vice president of business development; Ellen Smith, vice president of sales; Will Cooper, vice president of operations and client service; Brian Semitekol, chief financial officer; Jeff Norris, senior user experience architect; and Kanchana Chalia, senior software engineer.

McPhail previously held senior roles at Charles Schwab and Black Diamond; Polese was director of investment advisory solutions at Envestnet – Placemark; Smith is latterly of eMoney Advisor; Cooper joins from Black Diamond; Semitekol previously worked at Shareholder Insite ; Norris is previously of Underwrites Laboratory; and Chalia joins from Symantec.

Wealth Access targets primarily the RIA market, but has also partnered with regional broker-dealers, single family offices and banks, among other organizations.