AccessFintech

wealthtech-retailsoftware/whitelabel/apis (wealthtech)

FOUNDING YEAR: 2016
LOCATION: United States
Last Update: 19/01/2021

Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive WhatsApp community where you can engage in discussions with global industry experts!

About

Access Fintech is an innovative risk management service for banks and buyside firms. The service helps firms track the trade lifecycle and get a true sense of prioritized risk, across an increasing number of systems. Access FinTech brings together fintech providers and in-house technology, orchestrating the interaction of the distributed providers and creating a single visual display of the risk of financial transactions in a global sharable view.

MEDICI Analysis

AccessFintech is a post-trade startup and offers a real-time operational dashboard that enable users to spot exceptions aligned and monitor their vendors. It also offers a sandbox for testing new technologies.

Focus

PRODUCTS & SERVICES

AssetFintech can assist both buyside and sell-side firms to manage their vendor and operational risk across the trade life-cycle. The product offerings include: 1 . Data Aggregator: Can aggregates the user’s data from bespoke internal systems, vendors, outsourcers, and organization reports. 2. Visualization: Enable end users to determine priority and understand associated risk by visualizing the data. 3. Top Down Risk Management: Enables control functions to adjust prioritization based on market condition changes. It also helps managers to oversee and determine bottlenecks and intervention points. 4. Usage Pattern: Can track usage patterns and identifying the use cases that needs attention.

People

FOUNDERS

Steve Fazio

Roy Saadon

NUMBER OF EMPLOYEES

11-50

INVESTORS:

Citigroup

Credit Suisse

Goldman Sachs

JP Morgan

JPMORGAN

Dawn Capital

Deutsche Bank

KEY EMPLOYEES:

Roy Saadon (CEO)

Steve Fazio (COO)

Momentum

FUNDED

YES

NUMBER OF FUNDING ROUNDS

2

TOTAL FUNDING

$37.5 M

DATE OF LAST FUNDING

Oct 2020

IPO STATUS

Private

ESTIMETED REVENUE RANGE

$1M to $10M

FUNDING SERIES

SERIES A  · $17.5 M  · Dec 2018

SERIES B  · $20 M  · Oct 2020

LISTED

NO

company provided insights
Web Traffic

Web Traffic

MONTHLY VISITS

370

AVERAGE VISITS (6 MONTHS)

3,901.06

MONTHLY VISITS GROWTH

-55.18%

VISIT DURATION

212

VISIT DURATION GROWTH

-54.13%

PAGE VIEWS VISIT

6.73

PAGE VIEWS VISIT GROWTH

41.59%

BOUNCE RATE

11.21%

BOUNCE RATE GROWTH

-17.56%

GLOBAL TRAFFIC RANK

8,024,343

MONTHLY RANK CHANGE

-1,696,180

MONTHLY RANK GROWTH

-17.45%

Join the exclusive global FinTech community

Be a part of the global FinTech community on WhatsApp