• FOUNDING YEAR: 2011
    LOCATION:
    United States
    REGION:
    Tennessee
    Last Update:
    22 Oct, 2019

Description

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

TRACTION

Insufficient information for accurate analysis

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$8 Millions
DATE OF LAST FUNDING:
Mar 2019
SEED & PRIOR FUNDING:
$200 K
SEED CLOSED ON:
Oct 2012
FUNDING SERIES:
SERIES A
$6 Millions Closed: Sep 2015
SERIES B
$1.8 Millions Closed: Mar 2019
LISTED:
NO
COMMENT:
Debt financing: $0.2 Mn. (Oct. 2012)

LATEST RESEARCH