Tech Company Financing Transactions
Wealth Access Funding Round
Private investors invested in a $1.5 million capital raise for Wealth Access. The round was announced on 9/23/2015.
Transaction Overview
Company Name
Announced On
9/23/2015
Transaction Type
Venture Equity
Amount
$1,499,831
Round
Undisclosed
Investors
Proceeds Purpose
Proceeds purposes were not disclosed. SEC regulatory filing. Amount may include options, warrants or other securities. Contact technology company for investment details, if applicable. Not an offer or solicitation for sale of securities or debt.
Company Information
Company Status
Private & Independent
Industry
FinTech
Mailing Address
618 Church St. 420
Nashville, TN 37219
USA
Nashville, TN 37219
USA
Phone
Website
Email Address
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
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Chief Executive Officer
David Benskin
Chief Technical Officer
Mark Crockett
VP - Sales
Jeffrey Bloedorn
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Where The Data Comes From
We report on funding rounds that are announced publicly. VC investment data records reported here are sourced from publicly available VC deal announcements. The data comes to us via our partnership with VentureDeal.com, an affiliated venture.
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