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,...
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,...
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...
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...
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,...
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...
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...