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Wealth Access

Wealth Access

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Wealth Access

A simple, complete view of wealth for investors, and multi-generational wealth families. Our permissions technology makes it easy to share info with advisors.

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Alexa global traffic share

Twitter followers

Latest funding
Venture capital (Series A)
$3,000,000
SixThirty - FinTech Accelerator, Council & Enhanced Tennessee Fund
Employees

Team size

10+
Locations
HQ

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