Wealth Access, Inc.

Wealth Access, Inc.

Wealth Access, Inc.

Overview
Date Founded

2011

Headquarters

112 30th Avenue North,Nashville, TN 37203

Type of Company

Private

Industries

Accounting & Financial Services
Holding Companies
Other Business & Consulting Services
Trusts & Funds

Company Description

Wealth Access, Inc. operates wealth management platform designed for financial advisers and high-net-worth clients. It offers personal financial management tools to registered investment advisors and high net worth clients. The firm proprietary and diagnostic cloud-based wealth reporting and investment monitoring software platform. The company was founded by David Benskin in 2011 and is headquartered in Nashville, TN.

Executives & Employees

Chief Executive Officer & Director

Chief Financial Officer

Chief Operations Officer

Chief Technology Officer

Vice President, Operations

Vice President-Sales

Board of Directors

Co-Founder & General Partner at Cultivation Capital LLC

Partner at Massey Burch Capital Corp.

Chairman at Shareholder InSite, Inc.

Former Managing Director, Global Strategy & Program Management at Citigroup, Inc.

Chief Operating Officer at LegacyShield

Vice Chairman at FCC Equipment Financing, Inc.

Chief Executive Officer & Director at Wealth Access, Inc.

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Wealth Access, Inc.
Recent Transactions
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Wealth Access, Inc. raised money in a private placement transaction

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Wealth Access, Inc. raised money in a private placement transaction

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Wealth Access, Inc. raised money in a private placement transaction

Investors
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Cultivation Capital invests in young technology companies whose ideas have the potential to disrupt the way people live and work. The firm offers two programs which make distinct types of investments. The Early Execution Program invests in seed stage companies and the Catalyst Program which makes pre-A round investments.Cultivation Capital supports great opportunities early on in a businesses lifecycle. They make seed stage investments of up to $100,000 to allow entrepreneurs to validate their business models. The firm seeks start-ups that have gained traction through many of Missouri's entrepreneurial support systems. The funds goal is to help these companies move from no or minimal revenue to cash-flowing growth companies. Cultivation Capital focuses on identifying great opportunities for the Early Execution portfolio by taking a boots on the ground approach. Their management team travels across the state and attends hundreds of start-up events each year. They believe that by being active in the communities where these start-ups get their beginnings, they will find the best opportunities in Missouri.Cultivation Capital seeks to take revenue generating businesses to the next level and prepare them for a Series A investment. Their Catalyst portfolio represents the best technology opportunities throughout Missouri. The firm places up to $1,000,000 in these companies to help them continue rapid growth and prepare for an institutional round of financing. Cultivation Capital seeks to make 3 to 5 pre-A round investments per year. They utilize Missouri's accelerator and incubator programs to identify great deal flow for these investments. Also, as with their Early Execution program, Cultivation Capital leverages their base of experienced entrepreneurs to provide hands-on assistance to these start-ups.

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SixThirty FinTech Accelerator specializes in investments in seed/startups and early stage companies. The companies selected to take part in its accelerator program receive hands-on training, mentoring, and networking opportunities with top financial services companies in the region. It seeks to invest in financial technology solutions companies with a focus on web and mobile software. The company was founded by James McKelvey in 2013 and is headquartered in St. Louis, MO.

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Council Capital invest primarily in early-growth and growth stage companies in healthcare services and healthcare information technology. The firm looks for companies with excellent management, proven models, high growth and flexible deal structures. It invest in small, high growth companies below the competitive part of the middle market and above the high risk early stage venture capital market where the business risk is greatest. These target companies generally have growth rates of greater than 20% and current revenues of $5 million to $50 million.