Wealth Access

OverviewSuggest Edit

Wealth Access is a wealth management technology company providing solutions for advisors and investors. Its diagnostic cloud-based platform aggregates information from financial services institutions and various holdings to deliver a view allowing for decision support in investments, tax planning, insurance and other situations faced by individuals and businesses.
TypePrivate
Founded2011
HQNashville, US
Websitewealthaccess.com
Employee Ratings4.2

Locations

Wealth Access is headquartered in
Nashville, United States

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Latest Updates

Employees (est.) (Sept 2020)68(-1%)
Cybersecurity ratingAMore

Key People/Management at Wealth Access

David Benskin

David Benskin

Founder & CEO
Shea Merville

Shea Merville

Chief Experience Officer
Cameron Taylor

Cameron Taylor

Chief Product Officer
Jeff Bloedorn

Jeff Bloedorn

Chief Revenue Officer
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Wealth Access Office Locations

Wealth Access has an office in Nashville
Nashville, US (HQ)
618 Church St #420
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Wealth Access Financials and Metrics

Summary Metrics

Founding Date

2011

Wealth Access total Funding

$8 m

Wealth Access latest funding size

$1.80 m

Time since last funding

a year ago

Wealth Access investors

Wealth Access's latest funding round in March 2019 was reported to be $1.8 m. In total, Wealth Access has raised $8 m
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Wealth Access Cybersecurity Score

Cybersecurity ratingPremium dataset

A

95/100

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Wealth Access Online and Social Media Presence

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Wealth Access Frequently Asked Questions

  • When was Wealth Access founded?

    Wealth Access was founded in 2011.

  • Who are Wealth Access key executives?

    Wealth Access's key executives are David Benskin, Shea Merville and Cameron Taylor.

  • How many employees does Wealth Access have?

    Wealth Access has 68 employees.

  • Who are Wealth Access competitors?

    Competitors of Wealth Access include FundsQ, Credit-Vision and Figlo.

  • Where is Wealth Access headquarters?

    Wealth Access headquarters is located at 618 Church St #420, Nashville.

  • Where are Wealth Access offices?

    Wealth Access has an office in Nashville.

  • How many offices does Wealth Access have?

    Wealth Access has 1 office.