Address : 618 Church Street, Nashville, Tennessee 37219, United States
Phone Number : +1 615-810-8347
Industries : Information Technology & Services
Website : wealthaccess.com
Company Description
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.
Specialities
- Finance
- Multiple Mobile Platform Compatibility
- Family Office
- Ria
- Aggregation
- Fintech
- Finance Technology
- Software Development
- Investment Reporting
- Advisor Collaboration
- Trust
- Wealth Management
- Personal Financial Management
- Financial Services
- Information Technology & Services
- Investment Management
Financial
Employees Total : 50
Revenue (Yearly) : 5M
Total Funding : 7.8M
Latest Funding : 1.8M
Miscellaneous
Founded in : 2011
Twitter : ASmarterLook
Youtube : view channel
Facebook : pages/Wealth-Access-LLC/240113192732982
Linkedin : wealth-access-inc-
Angellist : angel.co/wealth-access-1
Domain Name Services : EasyDNS
Email Providers : Mimecast
Email Providers : Outlook
Marketing Automation : Pardot
Analytics and Tracking : Chartbeat
CMS : WP Engine
Last Updated : 2023-11-24
Jobs Vacancies
Fleet Manager
Savannah, Georgia, United States
Posted at : 2023-10-23
Fleet Manager
Illinois, United States
Posted at : 2023-10-23
Fleet Manager
Minnesota, United States
Posted at : 2023-10-23
Regional Sales Manager - Houston
Houston, Texas, United States
Posted at : 2023-10-20
Employees
- Han Cheng ( Human Resource Manager )
- Charm Chan ( Receptionist/Admin )
- Lene Sy ( Mandarin Helpdesk )
- Donny Li ( 运营助理 )
- Gabriel Garrett ( Senior Software Engineer )
Alumni
- Brian Midgett ( Senior Developer )
- Ellen Murphy ( Vice President of Sales )
- Andrew Urbain ( Business Development Associate )
- Jeff Norris ( Sr. User Experience Architect/Front-End Architect )
- Joel Shaw ( Senior Frontend Developer )
- Kathy Fowler ( Client Success Associate )
- Allen Wood ( Administrative Supervisor )
Competitor
 | WiseBanyan investment management 8.7M yearly revenue |
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