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Wealth Access, Inc.

80 employees

Wealth Access is an online advisory service supporting individuals in finance management.

Basic info

Industry

software development

Sectors

Wealth Management
Aggregation
WealthTech
Family Office
Digital Warehouse
Finance
RIA
Financial Technology
Consumer Bank Experience
Investment Reporting
Personal Financial Management
Banks
Financial Services
FinTech
API
Digital Experience
Multiple Mobile Platform Compatibility
Commercial Bank Experience
Trust

Date founded

2011

Funding rounds raised

Total raised

$3M

from 4 investors over 4 rounds

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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

FAQ