Wealth Access
PrivateLast Round
Debt
Apr 13, 2020
Total Funding Raised
$9.73M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Wealth Access operates in Enterprise Software and is based in Nashville, Tennessee. Its latest recorded funding round was a Debt round in April 2020.
Wealth Access is a financial technology company that provides a cloud-based connected intelligence platform for financial institutions to unify fragmented data across wealth, retail, and trust systems.
Sector
Enterprise Software
Verticals
Data Integration, Wealth Management, Financial Data, Business Intelligence, Personal Finance
Business Model
B2B2C
Customer Profile
Subscription SaaS, Usage-Based SaaS
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Wealth Access Comparables
Compare Wealth Access with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Envestnet | 74% | |
| Addepar | 73% | |
| Flanks | 72% |
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Wealth Access Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Debt | Apr 13, 2020 | ||||
| Series B | Mar 26, 2019 | ||||
| Early Funding | Sep 22, 2015 | ||||
| VC Round | Jun 24, 2015 | ||||
| Series A | Aug 14, 2014 | ||||
Series A | Apr 22, 2014 |
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Key People
Founding team and executive leadership
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Wealth Access Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| SixThirty Ventures | Series A |
| Cultivation Capital | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Aug 20, 2026
Monthly visitors increased 31% MoM, reaching 29.7K.
- Jul 25, 2026
Monthly visitors grew 30% MoM, reaching 22.6K.
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Recent news
Latest coverage and updates
- attends_eventOct 19, 2026
Wealth Access's Chief Investment Officer, Chengetai Chiroodza, speaks at the Zimbabwe Real Estate & Construction Summit 2026.
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Wealth Access Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Wealth Access's valuation, stock price, and market status.
Is Wealth Access a public or private company?
Wealth Access is a private company.
What is the current stock price of Wealth Access?
Wealth Access is a private company, so its shares have no public market price. Caplight tracks Wealth Access's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Wealth Access worth (valuation)?
Valuation information for Wealth Access is not publicly available.
Can I buy Wealth Access stock?
Wealth Access shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Wealth Access's last funding round?
Wealth Access's most recent funding round was Debt on April 13, 2020.
Who are the main investors in Wealth Access?
Key investors in Wealth Access include Cultivation Capital.
Will Wealth Access IPO soon?
No public IPO plans have been announced for Wealth Access.
How can I track Wealth Access secondary market activity?
Caplight tracks bids, offers, and trades in Wealth Access's shares on secondary markets.