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 8
| Date | Title | Description |
| 09.05.2024 | Wealth Access releases new white paper | Wealth Access, the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions, today released its most recent white paper, “Transforming Finance: How A.I. Meets ... |
| 07.06.2022 | Wealth Access and Supernova Technology TM Announce Agreement to Expand Access to Securities-Based Lending for Financial Institutions | “We are very excited about working together with Wealth Access and providing an integrated solution to banks, RIAs, and Independent Trust companies” says Tao Huang, Chief Executive Officer of Supernova Technology. NASHVILLE, Tenn. (PRWEB) J... |
| 24.05.2022 | Wealth Access Completes Annual Summit With 30 Of Nation’s Top Banks To Generate Peer Discussions Around Growth And Innovation | Wealth Access Summit 2022 "Wealth Access enables us to capture what is within our four walls. It is the unifying force that aligns our banking line with our wealth management division,” said Michael Wilson, Managing Director of Wealth ... |
| 25.10.2021 | Wealth Access Launches Wealth Access for Business, Tailoring Customizable Analytics and Insights to Commercial Banking Divisions | Wealth Access for Business Through the enablement of key digital technology throughout their various business lines, commercial banking units will be able to work more effectively and collaboratively within their operations, which will lead... |
| 20.10.2021 | Wealth Access Announces Wealth Access for Financial Services Cloud on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace | Wealth Access logo The Wealth Access AppExchange integration is instrumental in helping our client-facing professionals better serve our customers, by enabling a more complete and transparent view into the financial make-up of the household... |
| 12.10.2021 | Wealth Access Rockets to $571 Billion on its Platform, Achieving Several Milestones in a Category Defining and Record-Breaking Growth | Wealth Access logo “Wealth Access gives enterprises the profound insights required to drive adoption and engagement and create the kind of hyper-personalized experiences that turn customers into loyal fans.” NASHVILLE, Tenn. (PRWEB) October... |
| 15.08.2014 | Wealth Access Receives Investment from Cultivation Capital | Wealth Access, a Nashville, TN-based high net worth personal financial management platform for financial advisors, received an investment from Cultivation Capital. The amount of the deal was not disclosed. In conjunction with the funding, C... |
| 23.04.2014 | Jim McKelvey’s SixThirty Announces Their Spring 2014 Accelerator Class | Yesterday Brian Feldt of the St. Louis Business Journal reproted that Jim McKelvey's SixThirty, operating under the umbrella of Cultivation Capital, has officially announced the 4 startups that will be making up their 2014 class. The financ... |