View all newsletters
Receive our newsletter - data, insights and analysis delivered to you
  1. News
February 12, 2014updated 04 Apr 2017 2:30pm

Wealth Access announces new series A funding, adds two to board

Wealth Access has announced the release of Wealth Access Version 2.0, featuring redesigned navigation, enhanced graphics and numerous other upgrades and tools to enhance user experience.

By Verdict Staff

Wealth Access has announced the release of Wealth Access Version 2.0, featuring redesigned navigation, enhanced graphics and numerous other upgrades and tools to enhance user experience.

The new version of the online platform–which aggregates data from global portfolios into a simple, secure, real-time digital dashboard that can be shared by investors and advisors–is being introduced at a launch party at the T3 (Technology Tools for Today) conference in Anaheim later today.

David Benskin, founder and CEO of Wealth Access, said: "We are excited to bring Wealth Access Version 2.0 to the investment community, offering improved functionality for advisors coupled with a cleaner, more user-friendly interface for investors. It’s a pleasure to showcase the new platform for tech-savvy T3 attendees as we work to become a digital financial information hub for a broad market of investors and their advisors."

In conjunction with the release of Version 2.0, Wealth Access launched a fresh new website that more clearly articulates the strengths of the platform and the Wealth Access opportunity. The new site demonstrates how the platform improves business performance for a diverse client base and why Wealth Access has become one of the fastest growing wealth management platforms in the United States.

The company also announced today that it has initiated a new Series A funding round, led by Lucius Burch, IV–manager of two family partnerships for Burch Investment Group and former partner at Massey Burch Capital Corp.–and Joe Maxwell, founder and CEO of Shareholder InSite and former CEO of Investment Scorecard. Both gentlemen have agreed to join the Wealth Access board of directors.

Benskin added: "I’m proud of what our team accomplished last year, resulting inexceptional growth, a new round of financing and the early 2014 launches of our new platform and website–all of which positions us well in 2014. Mr. Burch and Mr. Maxwell lend tremendous credibility and knowledge to our company, and their arrival is a strong endorsement for the Wealth Access value proposition. We expect to continue seeing rapid and widespread acceptance of this simple, highlyeffective tool that can help advisors increase client satisfaction, improve portfolio performance and grow assets under management. We believe the time is right for transparency through technology to transform the investor/advisor relationship. Our momentum suggests a pretty significant opportunity."

NEWSLETTER Sign up Tick the boxes of the newsletters you would like to receive. A weekly roundup of the latest news and analysis, sent every Wednesday. The industry's most comprehensive news and information delivered every month.
I consent to GlobalData UK Limited collecting my details provided via this form in accordance with the Privacy Policy
SUBSCRIBED

THANK YOU

Thank you for subscribing to Private Banker International