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    Wealth Access, Inc.

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    Description

    • 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.
    • location

      Headquarters:618 Church Street , Nashville, Tennessee, United States

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    • Wealth Access, Inc. phone

      Phone Number: +1 615-810-8347

    • Wealth Access, Inc. website

      Website: https://www.wealthaccess.com

    • Wealth Access, Inc. employees

      Employees:66

    • Wealth Access, Inc. revenue

      Revenue:$10 - 50M

    • Wealth Access, Inc. legal name

      Legal Name:Wealth Access, Inc.

    • Wealth Access, Inc.'s Social Media

      Wealth Access, Inc. linkedin Wealth Access, Inc. facebook Wealth Access, Inc. twitter
    • done Is this data correct?

    • |  NAICS Code: 541611  |

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    Person level website identification

    CEO for Wealth Access, Inc.

    David Benskin

    Founder And Chief Executive Officer

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    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Shea Merville

    Chief Experience Officer

    Jeff Bloedorn

    Chief Revenue Officer

    Victoria Lubnik

    Vice President Of Business Development

    Kevin Wang

    Manager

    Dustin Sion

    Administrator Manager

    Frequently Asked Questions regarding Wealth Access, Inc.

    • Where are Wealth Access, Inc.'s Headquarters?

      Wealth Access, Inc.'s Headquarters are in 618 Church Street ,Nashville,Tennessee,United States

    • What is Wealth Access, Inc.'s phone number?

      Wealth Access, Inc.'s phone number is +1 615-810-8347

    • What is Wealth Access, Inc.'s official website?

      Wealth Access, Inc.'s official website is https://www.wealthaccess.com

    • What is Wealth Access, Inc.'s Revenue?

      Wealth Access, Inc.'s revenue is $10 - 50M

    • What is Wealth Access, Inc.'s NAICS code?

      Wealth Access, Inc.'s NAICS code is 541611

    • How many employees are working in Wealth Access, Inc.

      Wealth Access, Inc. has 66 employees

    • What is Wealth Access, Inc.'s Industry?

      Wealth Access, Inc. is in the industry of Computer Software

    • Who is Wealth Access, Inc.'s CEO?

      Wealth Access, Inc.'s CEO is David Benskin

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