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Dashboard/Companies/Wealth Access

Wealth Access

WealthTechResearch

We're a Customer Data Insights platform that Unifies and Enriches data to power hyper-personalized experiences. Wealth Access is an online advisory service supporting individuals in finance management.

2011
Founded
15y
Age
$8M
Total funding
Research
Area

Funding timeline

Mar 2019
Series B - Wealth Access
Sept 2015
Venture Round - Wealth Access
Members only
Apr 2014
Series A - Wealth Access
Members only
Feb 2014
Series A - Wealth Access
Members only
Oct 2012
Debt Financing - Wealth Access
Members only

4 earlier round amounts are shown to members.

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