The team at investment reporting platform developer Wealth Access says it now aggregates $7 billion in assets for clients and is adding $600 million a month, more than double its 2013 growth pace. The Nashville-based company this spring wrapped up a funding round that pushed its total amount of money raised to more than $3 million.
“Next generation investors bring a different mindset and expectation to wealth management that has multiple technology touch points,” said Benskin. “Wealth Access, with its aggregation capabilities, multi-generational wealth views and collaboration platform can be the ideal solution for advisors looking to better serve their HNW clients and help them educate their children as to what they own, where their wealth is located, and how it all works together in one easy to understand view.”
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