Company Overview
- Headquarters
- 222 2ND AVE S STE 1620, Nashville TN
- Website
- wealthaccess.com
- Phone
- (866) 599-8889
- Employees
- 65
- Founded in
- 2011
- Industry
- Software
- NAICS Code
-
NAICS Code 51 CompaniesNAICS Code 541 CompaniesNAICS Code 5121 CompaniesNAICS Code 54 CompaniesNAICS Code 512110 CompaniesNAICS Code 512 CompaniesNAICS Code 51211 Companies
- SIC Code
-
SIC Code 73 CompaniesSIC Code 737 Companies
Financials & Stats
Revenue
$14B
Who is Wealth Access
Wealth Access is a privately held company based in Nashville, Tennessee. With 65 employees, the company generates $13.8 million in annual revenue. Wealth Access provides an enterprise customer data enrichment and unification platform designed for the financial services industry. Their platform works with existing client records to generate insights that power personalized banking and wealth management experiences. By unifying records from various systems, Wealth Access creates comprehensive "living balance sheets" that give service teams a complete view of each client's financial situation. This allows for more effective cross-departmental collaboration to enhance customer loyalty and increase revenue. Wealth Access's innovative enterprise-class solutions cater to over 200 customers managing over $571 billion in assets. Their client base includes some of the largest Registered Investment Advisors (RIAs) and banks in the United States. For more information about Wealth Access and their services, visit their website at wealthaccess.com.
Wealth Access Industry Tags
Wealth Access Tech Stack
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