Wealth Access

Founded in 2011, Wealth Access, Inc. is an online platform that helps high net worth individuals and their advisors better manage wealth. Developed by a former advisor with expertise in the complexities of high net worth individuals and knowledge of technology from an advisor’s perspective, Wealth Access aggregates data from complex global portfolios, and renders them in a simple, clear, real-time digital “dashboard.” Access to this secure dashboard is sharable to all an investor’s advisors, enabling clearer understanding of complex portfolios in the management of individual and multi-generational wealth. In 2012 Wealth Access, Inc. became one of the fastest growing wealth management platforms in America. For more information, visit Wealth Access.