Wealth Access
Financial 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
Jan
Feb
Mar
Apr
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Jun
ZI Rank
2
2
2
1
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1
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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Open Position
Person-Based
Person-Based
Person-Based
Financial Systems, Banking, Finance
Open Position
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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
