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11-50 employees
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Computer Software
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618 Church Street, Nashville, TN 37219, US
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Wealth Access is an innovative wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals. Founded by a former Merrill Lynch high net worth advisor, Wealth Access provides a complete platform for advisors to collaborate with other professionals and position themselves central to their clients’ lives. Headquartered in Nashville, TN, Wealth Access is backed by successful investors from Black Diamond Performance Reporting, Investment Scorecard, Square, Cultivation Capital, Cap Gemini and other notable wealth management technology platforms. For more information, please log on to http://www.wealthaccess.com.
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Wealth Access, Inc. Email Formats | Example Email Formats | Percentage |
---|---|---|
{f}{last} | [email protected] |
83.33%
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The widely used Wealth Access, Inc. email format is {f}{last} (e.g. [email protected]) with 83.33% adoption across the company.
To contact Wealth Access, Inc. customer service number in your country click here to find.
David Benskin is the CEO of Wealth Access, Inc.. To contact David Benskin email at [email protected]. Or you may call +1.6155005621 or 6155165627
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