company name

Wealth Access

Member

careers portal

bio

Wealth Access is an innovative wealth management technology firm that provides digital PFM and mobile solutions for HNW advisors and investors. The proprietary platform aggregates information from 20,000+ financial institutions to deliver a total balance sheet view, for better decision support in investments, tax, insurance and complex wealth situations.

Overview

address

618 Church Street Suite 420 Nashville TN 37219

url

www.wealthaccess.com

founded

2011

total employees

25

founders

David Benskin

Cameron Taylor