Working At Wealth Access: Company Overview and Culture

Q: When was Wealth Access founded?

Wealth Access was founded in 2011.

Q: How many employees does Wealth Access have?

Wealth Access has 30 employees.

Q: How much money does Wealth Access make?

Wealth Access generates $820,000 in revenue.

Q: What industry is Wealth Access in?

Wealth Access is in the software industry.

Q: What is Wealth Access's mission?

Wealth Access's mission statement is "Empower financial institutions to create strong, long-lasting client relationships through a consumer-friendly enterprise platform."

Q: What type of company is Wealth Access?

Wealth Access is a private company.

Q: Who are Wealth Access's competitors?

Wealth Access competitors include Cyborg, Vistronix, Infor, Xtime Inc., Outbox Systems, Inc., Decisions, Insurity.

Wealth Access overview

Industry

Software

Revenue

$820K

Headquarters

Nashville, TN

Employees

Founded In

Website

Organization Type

Private

CEO

David Benskin

Social Media

Wealth Access, a U.S.-based online wealth management technology platform, provides reporting solutions for the high net worth advisor and investor community. The platform comprises key beneficial features such as its easy to understand interface, advanced aggregation capabilities, management of over 20,000 data feeds from virtually every financial institution, and additional advanced reporting capabilities. It offers a user-friendly method for advisors to provide their clients with a clear view of their assets and liabilities, in one place, optimized for all mobile devices. Launched in 2011, Wealth Access provides a complete platform for advisors to collaborate with other professionals.

The average employee at Wealth Access makes $60,607 per year. Pay at Wealth Access is significantly lower than some of its highest paying competitors, like Outbox Systems, Inc., Xtime Inc., and Insurity, which pay $93,983, $93,791, and $92,593, respectively.

Wealth Access is a small technology company based in Nashville, TN with only 30 employees and an annual revenue of $820,000.

Wealth Access's Mission Statement

Empower financial institutions to create strong, long-lasting client relationships through a consumer-friendly enterprise platform.

Wealth Access employee reviews

1.0/5

Based On 1 Ratings

Work At Wealth Access? Share your experience.

Employee Reviews

1.0

A zippia user wrote a review on Oct 2023

Pros of working at Wealth Access

Diverse and growing team

Cons of working at Wealth Access

Extremely unorganized and ego driven leadership. Absolutely no respect for the well being of their employees.

Wealth Access Benefits

Unlimited PTO… when you can take it

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Wealth Access salaries

The average a Wealth Access salary in the United States is $60,607 per year. Wealth Access employees in the top 10 percent can make over $124,000 per year, while Wealth Access employees at the bottom 10 percent earn less than $29,000 per year.

Average Wealth Access Salary

$60,607

yearly

$29.14 hourly

Updated March 14, 2024

$29,00010%

$60,000Median

$124,00090%

Highest paying Wealth Access competitors

Compare Wealth Access salaries to competitors, including Outbox Systems, Inc., Xtime Inc., and Insurity. Employees at Outbox Systems, Inc. earn the highest average yearly salary of $93,983. The salaries at Xtime Inc. average $93,791 per year, and the salaries at Insurity come in at $92,593 per year.