Wealth Access Competitors, Revenue, Alternatives and Pricing

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Overview

Location:
Total Funding:N/A
Industry:Fintech
Founded:2011
Lead Investor(s):N/A

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Estimated Revenue & Financials

  • Wealth Access's estimated annual revenue is currently $11.6M per year.(?)
  • Wealth Access's estimated revenue per employee is $145,000

Employee Data

  • Wealth Access has 80 Employees.(?)
  • Wealth Access grew their employee count by 11% last year.
  • Wealth Access currently has 1 job openings.

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.

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