Wealth Access
Information by TrustFinance researcher
Wealth Access, a U.S.-based online wealth management technology platform, provides reporting solutions for the high net worth advisor and investor community. The platform comprises key beneficial features such as its easy to understand interface, advanced aggregation capabilities, management of over 20,000 data feeds from virtually every financial institution, and additional advanced reporting capabilities.  It was founded in 2011 and headquartered in Nashville, Tennessee.
Founded in 
United States
Industry
- Other ServicePRIMARY
Financial
HQ Location

