Founded in 2011, Wealth Access provides a software-as-a-service (SaaS) platform designed for financial advisors, family offices, and banks. Its core mission is to empower financial professionals to deliver a more comprehensive and engaging client experience. The platform works by aggregating financial data from thousands of institutions, creating a single, consolidated view of a client's entire balance sheet. This allows advisors to provide holistic advice and gives clients a complete, real-time picture of their net worth through a branded digital portal.

Founded in

United States