Wealth Access beefs up leadership team

CFO moves over from Shareholder InSite, others to focus on sales and UX
Jun 10, 2015 7:28 AM

Wealth Access picks up the pace

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.”

Jul 9, 2014 6:44 AM

Wealth Access brings in more investors

TNInvestco, St. Louis accelerator come aboard to help push funding north of $3M
Apr 23, 2014 7:30 AM

Wealth Access hires chief product officer

Investment aggregation software venture also recruits ex-Bass attorney to advisory board
Apr 7, 2014 7:10 AM

Wealth Access raises $1.5M, looks for more

Investment management dashboard adds local big names to board
Feb 12, 2014 6:22 AM

Former Avondale director jumps to Wealth Access

Spengler to lead business development for financial software start-up
Mar 20, 2013 9:55 AM

Wealth Access brings on CTO

Exec comes to account aggregator with health care, enterprise background
Mar 14, 2013 1:24 PM

Wealth Access adds chief marketing officer

Online account aggregator hires Consensus Point, FanLab veteran
Oct 12, 2012 1:50 PM