Fundz

Wealth Access, Inc. reported raising $1.5 Million in an initial SEC Form D filing, from an offering of $1.5 Million

PRIVATESep 22, 2015$1.5M of $1.5M raised

Amount Raised

$1.5 Million

$1.5 Million sold, per SEC Form D (first sale Sep 22, 2015)

Round Type

Seed

Nashville DavidsonInformation TechnologyFinancial ServicesFintechLendingBankingAnalytics

Quick answer

Wealth Access raised $1.5 Million in a Seed round, dated September 22, 2015. Wealth Access is based in Nashville Davidson, Tennessee, United States.

How much did Wealth Access raise?
Wealth Access raised $1.5 Million in a Seed round on September 22, 2015.
What does Wealth Access do?
Wealth Access is the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions.
Where is Wealth Access based and how big is it?
Wealth Access is based in Nashville Davidson, Tennessee, United States.
Who are the decision-makers at Wealth Access?
Fundz holds 1 contact at Wealth Access. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Who else raised in Financial Services and Fintech around the same time

Companies in the same sectors as Wealth Access that raised within 45 days of this round, from Fundz verified event records.

  • Beeline Holdings raised $275K (Seed) on September 22, 2015.
  • Alkami Technology raised $38M on September 16, 2015.
  • USBC raised $84K (Pre-Seed) on August 21, 2015.
  • FiEE, Inc. raised $3.4M (Seed) on October 8, 2015.
  • Spreedly, Inc. raised $500K (Seed) on October 6, 2015.
  • AppTech Payments Corp raised $615K (Seed) on September 24, 2015.

Who to call at Wealth Access, and when

A new round usually means Wealth Access is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day Wealth Access raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at Wealth Access, from your own LinkedIn network

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Company Information

Company

Wealth Access

Location

Nashville Davidson, Tennessee, United States

About

Wealth Access is the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions. Their technology empowers bankers and advisors to seamlessly integrate various wealth data, including brokerage, trust, and retirement accounts, into business and retail banking experiences to better visualize customers' unique financial needs.

AI made execution free. Knowing first is the whole game now.

Fundz sees it the moment Wealth Access raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

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Wealth Access raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.