Wealth Access

wealthtech-retailpersonal finance management

FOUNDING YEAR: 2011
LOCATION: United States
Last Update: 17/07/2020

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About

Wealth Access is a wealth management technology platform that provides data analytics and reporting solutions for the high-net-worth advisor and investor community. Its cloud-based platform aggregates information from financial service institutions to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance, and other complex situations. It was recently the winner of the Best Account Aggregation category and Best Personal Financial Manager/Wealth Management Reporting category in 2017.

Focus

PRODUCTS & SERVICES

Online wealth management portal and app for financial advisors and banks. It helps users to take better decisions in investments, tax planning, etc. The Intelligent Aggregation feature gathers data directly from over 20,000 different institutions through multi-tiered data sources. Once connected, the Intelligent Aggregation Engine uses the proprietary rules-based processes and a continuous refresh cycle to enrich the data and provide a robust data aggregation experience. They also provide a customizable dashboard that pulls together all of the accounts and updates them on a daily basis via their powerful account aggregation engine.

MAIN CLIENTS

The major clients are Archer Investment Management

Atlanta Capital Group

Bridgewater Advisors

Canterbury Consulting. Cloud Investments

COVA Wealth Management

Greenover Group

etc.

EXISTING PARTNERSHIPS

Wealth Access has partnership with SSG

First rate

FIS

etc.

COMMENT

Recently, it launched data aggregation’s ROI for advisers to use data aggregation tools as a means to better understand their clients’ financial behavior.

People

FOUNDERS

David Benskin

BOARD MEMBERS AND ADVISORS

Bill Grana

Alvi Abuaf

NUMBER OF EMPLOYEES

11-50

INVESTORS:

Council & Enhanced Tennessee Fund

Cultivation Capital

Joe Maxwell

SixThirty

Momentum

FUNDED

YES

TOTAL FUNDING

$6.3 M

DATE OF LAST FUNDING

Mar 2019

FUNDING SERIES

SERIES A  · $3 M  · Apr 2014

SERIES B  · $1.8 M  · Mar 2019

OTHERS  · $1.5 M · Sep 2015

DEBT FUNDING

$200 K

LISTED

NO

COMMENT

Debt financing: $0.2 Mn. (Oct. 2012)

Innovation Programs

BASICS

FOUNDING YEAR:

2011

LOCATION:

United States

Views:

81 VISITORS | 177 VIEWS
LATEST FUNDING ROUND

$6.3 M

TOTAL EMPLOYEES
11-50

About

Wealth Access is a wealth management technology platform that provides data analytics and reporting solutions for the high-net-worth advisor and investor community. Its cloud-based platform aggregates information from financial service institutions to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance, and other complex situations. It was recently the winner of the Best Account Aggregation category and Best Personal Financial Manager/Wealth Management Reporting category in 2017.

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People+
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Innovation Programs

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