Basic info
Industry
software development
Sectors
Financial Services
Personal Financial Management
Finance
Family Office
RIA
Commercial Bank Experience
Trust
Digital Warehouse
Aggregation
Wealth Management
Digital Experience
Financial Technology
FinTech
Investment Reporting
WealthTech
Banks
Consumer Bank Experience
API
Multiple Mobile Platform Compatibility
Date founded
2011
Funding rounds raised
Total raised
$3M
from 4 investors over 4 rounds
W
Wealth Access, Inc. raised $3M on April 24, 2014
Investors: Council & Enhanced Tennessee Fund, LLC, SixThirty Ventures and Cultivation Capital
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Wealth Access, Inc. raised $1.5M on February 11, 2014
Investors: Council & Enhanced Tennessee Fund, LLC