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.
View Top Employees from Wealth Access, Inc.| Website | http://wealthaccess.com/ |
| Revenue | $13.8 million |
| Employees | 72 (72 on RocketReach) |
| Founded | 2011 |
| Address | 222 2ND AVE S STE 1620, Nashville, Tennessee 37201, US |
| Phone | (866) 599-8889 |
| Technologies |
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| Industry | Finance, Software Development, Finance General, Financial Services, Investment Reporting, FinTech, Multiple Mobile Platform Compatibility, Advisor Collaboration, Family Office, Trust, RIA, Wealth Management |
| Web Rank | 5 Million |
| Keywords | Wealth Access, App Connect To Wealth Manager, Wealth Accewss, World Wealth Access, Wealthaccess |
| Competitors | Blueleaf.com, CircleBlack, Destacame, Money Dashboard (acquired by ClearScore), Portfolio Pathway |
| SIC | SIC Code 73 Companies, SIC Code 737 Companies |
| NAICS | NAICS Code 541 Companies, NAICS Code 512110 Companies, NAICS Code 54 Companies, NAICS Code 512 Companies, NAICS Code 51211 Companies, NAICS Code 51 Companies, NAICS Code 5121 Companies |
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Wealth Access, Inc. Questions
The Wealth Access, Inc. annual revenue was $13.8 million in 2024.
Jeff Bloedorn is the Chief Revenue Officer of Wealth Access, Inc..
72 people are employed at Wealth Access, Inc..
Wealth Access, Inc. is based in Nashville, Tennessee.
The NAICS codes for Wealth Access, Inc. are [541, 512110, 54, 512, 51211, 51, 5121].
The SIC codes for Wealth Access, Inc. are [73, 737].
Top Wealth Access, Inc. Employees
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