Funded Tech Companies

Wealth Access

Wealth Access is a leading fintech tech company, located in Nashville. Venture capital investment was provided by private investors and Cultivation Capital.

Company Overview

Company Name
Wealth Access
Company Status
Private & Independent
Industry
Funding Rounds

Contact Information

Mailing Address
618 Church St. 420
Nashville, TN 37219
USA
Email Address

Company Background Information

Overview
Developed by a former advisor with expertise in the complexities of high net worth individuals and knowledge of technology from an advisor's perspective, Wealth Access aggregates data from complex global portfolios, and renders them in a simple, clear, real-time digital dashboard.
Profile
Wealth Access LinkedIn Company Profile
Social Media
Wealth Access Company Twitter Account
Company News
Wealth Access News
Facebook
Wealth Access on Facebook
YouTube
Wealth Access on YouTube
Last Transaction
9/23/2015

Financing History

Date
Type
Amount
Venture Equity
$1,499,831
Venture Equity
Unknown


Management Team

Title
Name
Email & Social
Chief Executive Officer
David Benskin
  David Benskin LinkedIn Profile  David Benskin Twitter Account  David Benskin News  David Benskin on Facebook
Chief Technical Officer
Mark Crockett
  Mark Crockett LinkedIn Profile  Mark Crockett Twitter Account  Mark Crockett News  Mark Crockett on Facebook
VP - Sales
Jeffrey Bloedorn
  Jeffrey Bloedorn LinkedIn Profile  Jeffrey Bloedorn Twitter Account  Jeffrey Bloedorn News  Jeffrey Bloedorn on Facebook


Company Investors

 

 

 

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