Wealth Access, Inc.

📍 Nashville, United States🗓 Founded 2011👥 79 employees💰 Last funded Oct 2014
Software Development🌐 wealthaccess.com
Website LinkedIn
Wealth Access is an enterprise customer data enrichment and unification platform that works with financial services’ existing books and records to generate deep insights that power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue. As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.
3
Total investors
1
Early stage
2
Mid stage
0
Late stage
2011
Founded

Investors

3 investors
All
Early stage
Mid stage
Late stage
Investor geography1 country
United States
3
Investor activity2013–2014 · investors recorded per year
2013120142
Recent (last 2y)Earlier
Frequently asked questions
Who invested in Wealth Access, Inc.?
Wealth Access, Inc. has 3 investors on record on gritt.io, including 1 early-stage backers, 2 mid-stage.
When did Wealth Access, Inc. last raise funding?
The most recent investment in Wealth Access, Inc. recorded on gritt.io was in October 2014.
When was Wealth Access, Inc. founded?
Wealth Access, Inc. was founded in 2011.
What industry is Wealth Access, Inc. in?
Wealth Access, Inc. operates in Software Development. Find similar Software Development investors on gritt.io.
Where is Wealth Access, Inc. based?
Wealth Access, Inc. is headquartered in Nashville, United States.