Wealth Access, Inc
Wealth Access is an enterprise customer data enrichment and unification platform that works with financial services’ existing books and records to generate deep insights that power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue. As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.
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Verified contacts
2
available on Kipplo
LinkedIn employees
61
11 to 50 range
Open roles
15
across 2 depts
Distinct roles
2
indexed titles
Tech stack
6
tools in use
Monthly traffic
4.8K
organic / mo
Hiring · 15 open positions across 2 departments
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Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
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Top roles at Wealth Access, Inc
2 distinct titles indexed · top 2 shown.
- 1receptionist admin
- 1vice president of product and engineering
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