Wealth Access is an innovative wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, 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 from Black Diamond Performance Reporting, Investment Scorecard, Square, Cultivation Capital, Cap Gemini and other notable wealth management technology platforms. For more information, please log on to http://www.wealthaccess.com.
Location: United States, Tennessee, Nashville
Employees: 11-50
Founded date: 2011
Investors 1
| Date | Name | Website |
| - | Cultivatio... | cultivatio... |
Mentions in press and media 7
| Date | Title | Description | Source |
| 07.06.2022 | Wealth Access and Supernova Technology TM Announce Agreement... | “We are very excited about working together with Wealth Access and providing an integrated solution ... | prweb.com/... |
| 24.05.2022 | Wealth Access Completes Annual Summit With 30 Of Nation’s To... | Wealth Access Summit 2022 "Wealth Access enables us to capture what is within our four walls. I... | prweb.com/... |
| 25.10.2021 | Wealth Access Launches Wealth Access for Business, Tailoring... | Wealth Access for Business Through the enablement of key digital technology throughout their various... | prweb.com/... |
| 20.10.2021 | Wealth Access Announces Wealth Access for Financial Services... | Wealth Access logo The Wealth Access AppExchange integration is instrumental in helping our client-f... | prweb.com/... |
| 12.10.2021 | Wealth Access Rockets to $571 Billion on its Platform, Achie... | Wealth Access logo “Wealth Access gives enterprises the profound insights required to drive adoption... | prweb.com/... |
| 15.08.2014 | Wealth Access Receives Investment from Cultivation Capital | Wealth Access, a Nashville, TN-based high net worth personal financial management platform for finan... | finsmes.co... |
| 23.04.2014 | Jim McKelvey’s SixThirty Announces Their Spring 2014 Acceler... | Yesterday Brian Feldt of the St. Louis Business Journal reproted that Jim McKelvey's SixThirty, oper... | tech.co/ne... |