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Wealth Access Garners Over $3 Million in Funding
April 22, 2014 20:00 ET
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Wealth Access, Inc
NASHVILLE, Tenn., April 22, 2014 (GLOBE NEWSWIRE) -- Three-year-old Wealth Access has achieved notable financial relationships with several institutional investors, family offices and individuals,...
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Wealth Access Announces Streamlined Estate Platform Version 3.0
April 16, 2014 17:00 ET
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Wealth Access, Inc
NASHVILLE, Tenn., April 16, 2014 (GLOBE NEWSWIRE) -- Ultra High Net Worth (UHNW) clientele of Wealth Access, with Estate Platform 2.0, had already removed the hassle of organizing complex,...
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Advisor-Friendly, Client-Centric Wealth Access Prepares for Growth
April 07, 2014 07:00 ET
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Wealth Access, Inc
NASHVILLE, Tenn., April 7, 2014 (GLOBE NEWSWIRE) -- Wealth Access, Inc. a leading financial services technology company that allows individuals, advisors and family offices to intelligently manage...
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Wealth Access Unveils New Wealth Access Version 2.0 Investment Management Platform at T3 Conference in Anaheim on February 11
February 11, 2014 09:51 ET
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Wealth Access, Inc
NASHVILLE, Tenn., Feb. 11, 2014 (GLOBE NEWSWIRE) -- Wealth Access, a software-as-a-service company that helps individuals, advisors and family offices better manage wealth, today announced the release...
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Experienced Financial Services Executive Joins Wealth Access
March 19, 2013 21:27 ET
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Wealth Access, Inc
NASHVILLE, Tenn., March 19, 2013 (GLOBE NEWSWIRE) -- Wealth Access, the financial software and services company that provides a simple and complete view of wealth to high net worth investors,...
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Wealth Access Estate Platform Focuses the Picture for High Net Worth Investors and Family Offices
February 25, 2013 10:10 ET
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Wealth Access, Inc
NASHVILLE, Tenn., Feb. 25, 2013 (GLOBE NEWSWIRE) -- Compiling an accurate and up to date balance sheet is difficult for high net worth (HNW) investors who have holdings spread across multiple...
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Wealth Access, Inc. Hires Brian Evans as Chief Marketing Officer to Accelerate Growth
October 15, 2012 17:15 ET
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Wealth Access, Inc
NASHVILLE, Tenn., Oct. 15, 2012 (GLOBE NEWSWIRE) -- Wealth Access, the software and services company that helps high net worth individuals and their advisors better understand and manage wealth, today...