Wealth Access, Inc. — Nashville, TN

B2B fintech platform providing a “Connected Intelligence Platform” for banks and wealth management firms.

Quick Facts

Category: Financial Advisors
Address: 222 2nd Ave S Suite 1620, Nashville, TN
Phone: (866) 612-0324
Website: https://wealthaccess.com
Service area / notable facts: Works with 60+ financial institutions; integrates with 25+ core providers and custodians

Overview

Wealth Access, Inc., headquartered on 2nd Avenue South in Nashville, operates a distinctly different business model from most firms in this category: rather than serving individual clients directly, it provides a “Connected Intelligence Platform” to community and regional banks and wealth management firms across the United States. The company consolidates fragmented data from banking, trust, brokerage, and retirement systems into a single unified source.

Its core offerings fall into three main categories: data extraction and organization using its proprietary UETL framework; a modern client experience delivering a holistic view of wealth through role-based dashboards; and connected intelligence solutions that strengthen data-driven insights and AI readiness. This allows financial institutions to offer their own customers a richer, unified digital experience.

Wealth Access’s key differentiator is that it integrates as a layer on top of existing systems rather than replacing them — enabling faster implementation and quicker return on investment without requiring costly core system changes. The company currently works with more than 60 financial institutions and can integrate with more than 25 core providers and custodians.

The company’s mission is to help financial institutions eliminate data silos, deliver personalized customer experiences, and prepare for AI-driven operations, all while preserving existing infrastructure. Its Nashville location places it within the city’s fintech and financial services ecosystem as a B2B player offering technology solutions to traditional financial institutions.

Services

Connected Intelligence Platform for banks and wealth management firms
Proprietary UETL data extraction and organization framework
Role-based dashboards for holistic wealth views
AI-readiness and data-driven insight solutions
Integration layer compatible with 25+ core providers and custodians

What Sets Wealth Access Apart

B2B model serving financial institutions rather than individual consumers
Non-disruptive integration layered on top of existing core systems
Works with 60+ financial institutions nationwide
Focus on AI readiness and unified data for personalized client experiences

Frequently Asked Questions

Does Wealth Access work with individual investors?
No, Wealth Access is a B2B platform that serves banks and wealth management firms rather than individual clients directly.

How does Wealth Access integrate with existing systems?
The platform layers on top of a financial institution’s existing systems rather than replacing them, allowing for faster implementation without costly core system changes.

How many institutions does Wealth Access serve?
The company reports working with more than 60 financial institutions and integrating with more than 25 core providers and custodians.

Location & Contact

Address: 222 2nd Ave S Suite 1620, Nashville, TN
Phone: (866) 612-0324
Website: https://wealthaccess.com

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