Wealth Access
Nashville
About Wealth Access
Wealth Access, a U.S.-based online wealth management technology platform, provides reporting solutions for the high net worth advisor and investor community. The platform comprises key beneficial features such as its easy to understand interface, advanced aggregation capabilities, management of over 20,000 data feeds from virtually every financial institution, and additional advanced reporting capabilities. It was founded in 2011 and headquartered in Nashville, Tennessee.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 11 – 50
- Estimated revenue: $1K – $10K
- Total funding: $8.0M
- Funding stage: Early Stage Venture
- Last round: Series B (Mar 2019)
- Website: wealthaccess.com
- Phone: (866)599-8889
Industries & Categories
Finance, Financial Services, FinTech
Social Profiles
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