Wealth Access Revenue

Software Development • Nashville, Tennessee, United States • 51-100 Employees

Wealth Access revenue & valuation

Annual revenue	$5,000,000
Revenue per employee	$71,000
Estimated valuation?This valuation is estimated based on industry average for the Software Development industry and current estimated revenues	$16,000,000
Total funding	$1,800,000

Key Contacts at Wealth Access

David Benskin

Founder & Ceo

Trevor Shannon

Vp Of Sales

Melissa Jackson

Marketing Director

James Elwood

Chief Technology Officer

Dennis Bullock

Director Of Support Reliability Engineering

Company overview

Headquarters	222 2ND AVE S, STE 1620, NASHVILLE, TN 37201, US
Phone number	+18665998889
Website	wealthaccess.com
SIC	737
Keywords	RIA, API, Data, Wealth Management, Finance, Trust, Personal Financial Management, Financial Technology, Aggregation, Banks, Digital Banking, Digital Experience, Wealthtech, Investment Reporting, Multiple Mobile Platform Compatibility, Digital Warehouse, Commercial Bank Experience, Consumer Bank Experience
Founded	2011
Employees	51-100
Socials

Wealth Access Email Formats

Wealth Access uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@wealthaccess.com), used 57.1% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@wealthaccess.com	57.1%
{first initial}{last name}	jdoe@wealthaccess.com	42.9%

About Wealth Access

Wealth Access doesn’t just deliver technology—we’re transforming the future of wealth management. As the leading provider of wealth data technology, we empower financial institutions of all sizes to unlock the full potential of their wealth management services. Our solutions—One Wealth, One Bank, One Data, powered by the Integration Hub—centralize financial data across trust, brokerage, retirement, and banking, to drive growth, create new revenue streams, and enhance digital banking experiences. Our mission is driven by a forward-thinking community of banking leaders who are helping us shape the future of wealth management in today’s challenging economic environment. Join us as we pioneer the future where wealth is critical to success. #Fintech #WealthManagement #BankingInnovation

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Wealth Access has 37 employees across 10 departments.

Departments

Number of employees

Funding Data

Explore Wealth Access's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2019-04-27	5	$1,800,000

Funding Insights

$1,800,000

Total funding amount

$1,800,000

Most recent funding amount

Number of funding rounds

Wealth Access Tech Stack

Discover the technologies and tools that power Wealth Access's digital infrastructure, from frameworks to analytics platforms.

Cloudflare Bot Management

Security

Gravity Forms

Form builders

Cookie Control

Cookie compliance

Swiper

JavaScript libraries

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Salesforce Marketing Cloud Account Engagement

Marketing automation

Twitter Ads

Advertising

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

HTTP/3

Miscellaneous

Frequently asked questions

Wealth Access is located in Nashville, Tennessee, US.

You can reach Wealth Access at +18665998889.

Wealth Access generates an estimated annual revenue of $5,000,000. This revenue figure reflects the company's market position and business performance in its industry.

Wealth Access has an estimated valuation of $16,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Wealth Access was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.

Wealth Access has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

Wealth Access has raised a total of $1,800,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.

Key Contacts at Wealth Access

David Benskin

Founder & Ceo

Trevor Shannon

Vp Of Sales

Melissa Jackson

Marketing Director

James Elwood

Chief Technology Officer

Dennis Bullock