Wealth Access
Highly Engaged Employees
Highly Engaged EmployeesFinancial Software · Tennessee, United States · 11-50 Employees
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Overview
Headquarters
222 Second Ave South Ste 1620, Nashville...Phone Number
(866) 599-8889Website
www.wealthaccess.comRevenue
$13.6 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Wealth Access
Wealth Access is an innovative wealth management technology firm that provides digital, mobile-enabled reporting solutions for the high net worth advisor and investor community. Through the collection of financial data and documents, Wealth Access represents the client's full financial picture through the entire wealth management lifecycle. Its proprietary and diagnostic cloud-based platform aggregates information from financial services institutions and various holdings to deliver actionable insights allowing for better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals. Founded by a former Merrill Lynch high-net-worth advisor, Wealth Access provides a complete platform for advisors to collaborate with other professionals and position themselves central to their clients' lives. Headquartered in Nashville, TN, Wealth Access is backed by successful investors and notable wealth management technology platforms.Explore more
Wealth Access Org Chart
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Wealth Access is experiencing very low activity levels compared to other companies in the Software sector.
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Wealth Access financials insights
Gather financial insights about Wealth Access, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2014
Private Equity
$1.5M
Unspecified
$3M
2015
Private Equity
$1.5M
2020
Debt
$150K
Wealth Access Tech Stack
A closer look at the technologies used by Wealth Access
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Most Recent Scoops
Person-Based
Person-Based
Person-Based
Financial Systems, Banking, Finance
Open Position
Person-Based
Artificial Intelligence
Wealth Access News & Media
Hancock Whitney Selects Wealth Access as Connected Intelligence Platform for Enterprise Wealth Management
NASHVILLE, Tenn., March 2, 2026 /PRNewswire/ -- Wealth Access, the Connected Intelligence Platform that enables financial institutions to See As One, today announced that Hancock Whitney has signed a firmwide agreement to expand its relationship with Wealth Access, nearly one year after...Wealth Access to Integrate With Q2 Digital Banking Platform
Banking-focused data insights platform Wealth Access this week announced an integration with Q2’s Digital Banking Platform, via the Q2 Partner Accelerator Program. Q2 Holdings, Inc. (NYSE: QTWO) provides digital transformation solutions for financial services. Wealth Access’ integration with the Q2 Digital Banking Platform allows financial institutions to access their... Read MoreAnnual Wealth Access Summit Gathers 30+ Banks for Peer Discussions on Unlocking Revenue Through Wealth Management
Data unification provider hosts industry leadership to encourage peer-to-peer dialogues on wealth management as a growth opportunity NASHVILLE, Tenn., Oct. 17, 2024 /PRNewswire/ -- Wealth Access, a leading technology provider in wealth data, offering unified insights to help banks unlock...Wealth Access Unveils Transformative Solutions: One Wealth, One Bank, One Data, Powered by Integration Hub
NASHVILLE, Tenn., Oct. 9, 2024 /PRNewswire/ -- Wealth Access, the leading technology provider in wealth data, is proud to announce its enhanced solutions designed to transform the banking industry: One Wealth, One Bank, One Data, powered by Integration Hub. This innovative offering...
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Wealth Access is an innovative wealth management technology firm that provides digital, mobile-enabled reporting solutions for the high net worth advisor and investor community. Through the collection of financial data and documents, Wealth Access represents the client's full financial picture through the entire wealth management lifecycle. Its pro... Read More
