Wealth Access

Wealth Access is the intelligence layer that unifies fragmented data across every line of business in financial institutions. The company's Connected Intelligence Platform aggregates and enriches information from across banking, wealth, and trust systems, creating a single, accurate, and actionable view of every client relationship. By connecting data sources without replacing existing infrastructure, Wealth Access enables advisors, bankers, and technology leaders to see the complete financial picture and deliver hyper-personalized experiences at scale.

Founded in 2011 and headquartered in Nashville, Wealth Access partners with over 60 financial institutions, powering more than $571 billion in assets on its platform. The system-agnostic, API-based solution integrates with 25+ core providers and custodians, allowing institutions to accelerate digital transformation, build AI-ready data foundations, and identify cross-sell opportunities without disrupting core operations. Wealth Access transforms data silos into clarity, empowering financial institutions to operate as one connected enterprise.