Wealth Access
HQ Address
618 Church Street, Suite 420, Nashville, TN 37219, United States
Website Address
Business introduction
Remarkable Insights. Unified Customer Data. Personalized Experiences.
Uncover clear, consistent, and complete stories about your customers when you unify your data. Put our light-touch platform over existing systems and watch as hyper-personalization turns existing customers into loyal fans
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.
Wealth Access Solutions
Wealth Access
How It Works First, we connect to all your internal and external systems. Then we standardize and enrich your customer data. In the end, you get deep insights across every system you use in a unified view so you can make better business decisions and create exceptional client experiences. Problems Solved by Wealth......
