Total Funding
75
60
Total FundingSeries B raised
Growth Score
-3 pts
Heat Score
-4 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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42673
Wealth Access is an online advisory service supporting individuals in finance management.
David Benskin: Founder and Chief Executive Officer
About the Company
Wealth Access, a U.S.-based online wealth management technology platform, provides reporting solutions for the high net worth advisor and investor community. The platform comprises key beneficial features such as its easy to understand interface, advanced aggregation capabilities, management of over 20,000 data feeds from virtually every financial
institution, and additional advanced reporting capabilities.
It was founded in 2011 and headquartered in Nashville, Tennessee.
