Wealth Access wealthaccess.com


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Wealth Access is an online platform that helps high net worth individuals and advisors better manage wealth. Wealth Access aggregates data from complex global portfolios, and renders them in a simple, clear, real-time digital "dashboard." Access to this secure dashboard is sharable to all an investor's advisors, enabling clearer understanding of complex portfolios in the management of individual and multi-generational wealth.

Wealth Access is an online platform that helps high net worth individuals and advisors better manage wealth. Wealth Access aggregates data from complex global portfolios, and renders them in a simple, clear, real-time digital "dashboard." Access to t...Show all

Company (Alive / Active)

Phone: 866-612-0324

Fax:

112 30th Ave North

Nashville, 37203
Tennessee, United States

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Total Funding Date of Last Funding
Wealth Access $6.2M Sep 22, 2015

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Investors

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Patents

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