Wealth Access

Wealth Access is an innovative wealth management technology firm that provides digital, mobile-enabled reporting solutions for the high net worth advisor and investor community. Through the collection of financial data and documents, Wealth Access represents the client's full financial picture through the entire wealth management lifecycle. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver actionable insights 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 and notable wealth management technology platforms.