Wealth AccessWealth Access is an online advisory service supporting individuals in finance management.
Suggest an EditAbout 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.
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 Highlights
Employees
Total Investment Amt
MoM Headcount GrowthYoY Headcount Growth
Year Founded
2011
Employees57
Location (HQ)
USA
Since Last Funding
5 years 5 months
Monthly Website Visitors
41.0K
Total Investment Amt$8M
Last Funding Round
Series B
MoM Headcount Growth-3.38%
YoY Headcount Growth3.63%
Key Metrics
Senior Hires
| Name | Linkedin Profile | Position | Date Joined |
|---|---|---|---|
| John Doe | https://www.linkedin.com/in/johndoe | CEO | CEO |
| Jane Doe | https://www.linkedin.com/in/janedoe | CTO | CTO |
| John Smith | https://www.linkedin.com/in/johnsmith | CFO | CFO |
| Jane Smith | https://www.linkedin.com/in/janesmith | COO | COO |
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