Wealth Access Revenue and Competitors
Estimated Revenue & Valuation
- Wealth Access's estimated annual revenue is currently $6.3M per year.
- Wealth Access's estimated revenue per employee is $113,100
- Wealth Access's total funding is $8M.
Employee Data
- Wealth Access has 56 Employees.
- Wealth Access grew their employee count by 0% last year.
Wealth Access Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $5.4M | 32 | -24% | N/A | N/A |
#2 | $471.6M | 1604 | 24% | N/A | N/A |
#3 | $40.1M | 287 | -9% | $23.5M | N/A |
#4 | $5.8M | 50 | N/A | N/A | N/A |
#5 | $46.7M | 202 | N/A | N/A | N/A |
#6 | $64.8M | 399 | N/A | N/A | N/A |
#7 | $50.7M | 271 | 10% | N/A | N/A |
#8 | $1130M | 2843 | -1% | $557.5M | $4.1B |
#9 | $581.6M | 1350 | -10% | $392.2M | $2.4B |
#10 | $12.9M | 68 | -12% | N/A | N/A |
#11 | $26.8M | 168 | N/A | N/A | N/A |
#12 | $4790M | 15732 | 6% | $1M | $30.4B |
#13 | $260.6M | 1402 | 5% | $265.3M | N/A |
#14 | $23.8M | 149 | 6% | N/A | N/A |
#15 | $14.4M | 99 | N/A | N/A | N/A |
#16 | $5170M | 15777 | 10% | $1.8B | $18.7B |
#17 | $3.7M | 37 | -65% | $253M | N/A |
#18 | $7.8M | 67 | N/A | N/A | N/A |
#19 | $56M | 315 | -2% | $19M | N/A |
#20 | $6.9M | 41 | N/A | N/A | N/A |
What Is Wealth Access?
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.
keywords:saas
$8M
Total Funding
56
Number of Employees
$6.3M
Revenue (est)
0%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Wealth Access's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Founder & CEO | Reveal Email/Phone |
2 | VP Business Development | Reveal Email/Phone |
3 | Senior Software QA Analyst | Reveal Email/Phone |
4 | Controller | Reveal Email/Phone |
5 | VP Product and Engineering | Reveal Email/Phone |
6 | Chief Revenue Officer | Reveal Email/Phone |
7 | Client Success Associate | Reveal Email/Phone |
8 | VP Business Development | Reveal Email/Phone |
9 | Accounting Assistant | Reveal Email/Phone |
10 | Full Stack Developer | Reveal Email/Phone |
Wealth Access News
Bluespring Wealth Partners, the RIA M&A arm of wealth manager Kestra ... next generation of financial professionals access to a like-minded...
Although each of these brands(1) has its own wealth-management pitch, ... a mission to help democratize access to sophisticated financial...
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 to greater levels of customer service and revenue-gener ...
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 or customer. NASHVILLE, Tenn. (PRWEB) October 20, 2021 ...
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 12, 2021 Wealth Access, a Customer Data Enrichment an ...
Other Companies in Nashville
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $3.5M | 56 | -2% | N/A |
#2 | $12.3M | 56 | 8% | N/A |
#3 | $11.1M | 56 | 4% | $10.2M |
#4 | $7.6M | 56 | 8% | N/A |
#5 | $13.6M | 56 | 0% | N/A |