Wealth Access
PrivateLast Round
Debt
Apr 13, 2020
Total Funding Raised
$9.73M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
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
FinTech
Verticals
Wealth Management, Data Integration, Financial Data, Business Intelligence
Business Model
B2B2C
Customer Profile
Subscription SaaS, Usage-Based SaaS
AI Layer
Application
Keywords
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.
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 |
Key People
Founding team and executive leadership
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.
- Jul 25, 2026
Monthly visitors grew 30% MoM, reaching 22.6K.
- Apr 30, 2026
Partnered with Candescent, an Intelligent Banking platform.
Wealth Access Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Wealth Access's valuation, stock price, and market status.