Wealth Access offers a proprietary, cloud-based platform that aggregates data from more than 20,000 financial services institutions and various holdings to deliver an aggregated view for high-net-worth advisors and investors. The platform is used for decision support across investments, tax planning, insurance and other complex situations faced by high-net-worth individuals. The company recently released a fund reporting system enabling limited partners to receive up-to-date, transparent reporting on private equity investments, including portfolio company valuations and electronic delivery of tax documents such as K-1s. Wealth Access is led by CEO and Founder David Benskin and is backed by Black Diamond Performance Reporting, Investment Scorecard, Square, Cultivation Capital, Cap Gemini and other wealth management technology platforms. The company received an investment from Cultivation Capital; the amount of the deal was not disclosed. The funding included board involvement from Cultivation Capital, as General Partner Rick Holton joined Wealth Access' Board of Directors. Wealth Access offers a proprietary, diagnostic software platform that aggregates data from more than 20,000 financial services institutions to deliver a consolidated view for advisors and wealthy clients. The product is a mobile-enabled financial dashboard designed to improve advisor-client collaboration and decision support across investments, tax planning, insurance and other complex financial matters. The company says it differentiates advisors by strengthening client relationships and improving the customer experience. Wealth Access has grown its team with experienced company builders and plans to use new funding to accelerate growth and deepen product development. The firm is a member of the SixThirty FinTech Accelerator in St. Louis, which the company cites as a source of strategic investor partnerships. The article is dated from Nashville, Tenn., and describes the company as three years old at the time.

Total raised

$3M

Funding rounds

2

Latest round

Equity

Latest activity

Apr 2014