Wealth Access, Inc.
We're a Customer Data Insights platform that Unifies and Enriches data to power hyper-personalized experiences.
61 employees · est. 2011 · Nashville, United States
Wealth Access, Inc. is the older company (2016 vs 2011); Wealth Access, Inc. is the larger of the two.
Side-by-Side Comparison
| Metric | Lifeworks Advisors | Wealth Access, Inc. |
|---|---|---|
| Founded | ||
| Founded | 2016 | 2011 older |
| Headquarters | ||
| Headquarters | Kentwood, United States | Nashville, United States |
| Employees | ||
| Employees | 34 | 61 larger |
| Industry | ||
| Industry | Financial Services, Fintech, Marketing | Finance, Financial Services, Fintech |
| Funding Stage | ||
| Funding Stage | Series Unknown | Series B |
| Total Funding | ||
| Total Funding | $7.55M | $7.99M |
| Funding Rounds | ||
| Funding Rounds | 3 | 5 |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Registered Investment Advisor, Wealth Management, Financial Technology, RIA Platform, Digital Ecosystem, Natural Language Processing, Cloud Technology, Financial Planning, Mobile Application, Automated Onboarding, ACH And Credit Card Processing, Performance Reporting, Billing Automation, Two-Factor Authentication | Reporting Solutions, High Net Worth, Aggregation Capabilities, Data Feeds, Investment Reporting, Advanced Reporting, Intuitive Interface |
| Website | ||
| Website | lifeworksadvisors.com | wealthaccess.com |
About Lifeworks Advisors
Lifeworks Advisors is a modern independent registered investment advisor (RIA) and technology firm that is solving the biggest challenges advisors face today. Backed by one of the wealth management industry’s most successful and well-known executives, Marty Bicknell, and his team of industry leaders...
About Wealth Access, Inc.
Wealth Access is a leading U.S.-based online wealth management technology platform that has been empowering advisors and investors with comprehensive, intuitive, and advanced wealth management reporting solutions since 2011. Specializing in serving high net worth advisors and investors, the platform...
We will tell you when either one moves
BounceWatch watches Lifeworks Advisors and Wealth Access, Inc. for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Lifeworks Advisors and Wealth Access, Inc. — by email.
Frequently Asked Questions
Compare Lifeworks Advisors with someone else
Start typing a company name or domain.
Compiled from the BounceWatch company index. We last looked at Lifeworks Advisors on 20 Dec 2024, and Wealth Access, Inc. on 12 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.