Summary
WEALTH ACCESS INC
Founded in 2011
Description
Wealth Access is a Customer Data Insights platform that unifies and enriches data to power hyper-personalized experiences for banks and RIAs.
Strengths
- WEALTH ACCESS INC has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- Since WEALTH ACCESS INC was founded, the company has grown faster than the industry average
- Employees are staying with the company and less likely to churn compared to the rest of the industry
Weaknesses
- The number of employees is not growing as fast as the industry average
- Variance of revenue growth is more than the industry average
- Web traffic rankings are worse than the industry average
Annual Revenue
WEALTH ACCESS INC's annual revenue
$13807000
Based on Kona Equity data
-
Revenue per employee
$575292
-
Variance of revenue growth
3.18
-
Annual revenue growth since founding
$1263090
-
Revenue growth rate from first known quarter to current
230.8%
Employee Count
24 employees
-
Employee growth rate from first known quarter to current
28.6%
-
Current employees on Linkedin
69
-
Churned employees
68
-
Churn rate percentage
98.55%
Executives
Brian Semitekol
Chief Financial Officer
b**@wealthaccess.comShea Merville
Chief Experience Officer
s**@wealthaccess.comVictoria Lubnik
Vice President, Business Development
v**@wealthaccess.comChristian Naguit
Payment Officer
c**@wealthaccess.comChi Wang
Senior Finance Specialist
c**@wealthaccess.comRick Drasch
Senior SQL Developer
r**@wealthaccess.comJesica Margallo
Administrative Assistant
j**@wealthaccess.comJeff Bloedorn
Chief Revenue Officer
j**@wealthaccess.comJames Su-Shum
Software Developer
j**@wealthaccess.comMarty Galo
Client Success Account Associate
m**@wealthaccess.comBill Chien
Technical Manager
b**@wealthaccess.comAlex Thacker
Technical Support Associate
a**@wealthaccess.comDivine Felipe
Data Encoder
d**@wealthaccess.comBrittni Martinez
Controller
b**@wealthaccess.comDavid Benskin
CEO
d**@wealthaccess.comKatrina Arceta
Nurse, Professional Model
k**@wealthaccess.comSantos Green
Chief Product Officer
s**@wealthaccess.comWilde Chen
Front End Engineer
w**@wealthaccess.comDennis Bullock
Software Quality Assurance Analyst
d**@wealthaccess.comTony Bales
Client Success Account Associate
t**@wealthaccess.comPhone Access
Founder & Chief Executive Officer
p**@wealthaccess.comMark Skinner
Software Engineer
m**@wealthaccess.comKim Liu
Manager, Marketing
k**@wealthaccess.comG Score - 5
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G6 Annual revenue growth since founding is higher than the industry average.
- G8 LinkedIn Churn is lower than the industry average.
Web Analysis
-
Rank
1.34 M
-
Page views per visitor
1.0
-
Daily time
1:33
Location
Unlock unlimited leads
Similar Companies
Moneysoft
moneysoft.com.au- Founded in 2011
- Location: Sydney, New South Wales
- Annual Revenue: $5.7M
- Employees: 18
- Moneysoft is an Australian based supplier of software for individuals, financial planners, money coaches, mortgage brokers and retirement funds, internationally. Our technology helps significantly improve business efficiency, and the financial wellbein...
Portfolio Pathway
portfoliopathway.com- Founded in 2007
- Location: Warrenville, IL
- Annual Revenue: $4.8M
- Employees: 16
- Portfolio Pathway is a cloud-based wealth management platform that empowers financial advisors, wealth managers, and broker dealers to grow their practices, create their own TAMP or home office operations infrastructure, and meet GIPS compliance. The p...
CircleBlack
circleblack.com- Founded in 2013
- Location: Kingston, NJ
- Annual Revenue: $5.2M
- Employees: 19
- CircleBlack is an all in one wealth management platform that helps financial advisors save time, strengthen client relationships, and win more business. We give investors simple, personalized services to help them manage their wealth. Our mission is to...
Destacame
destacame.cl- Founded in 2017
- Location: Santiago, Santiago Metropolitan'
- Annual Revenue: $16.3M
- Employees: 61
- Mejora tu finanzas! Te ayudamos a alcanzar tu bienestar financiero mostrndote tu reporte comercial, descuentos para deudas, ofertas de crdito y asesora
Money Dashboard
moneydashboard.com- Founded in 2009
- Location: Edinburgh, Edinburgh
- Annual Revenue: $5.0M
- Employees: 26
- Money Dashboard is a personal financial assistant that shows you exactly where money goes and helps you make better decisions. Use it to connect to all your current accounts, savings accounts and credit cards from whichever institutions you bank with, ...
GeoWealth Management LLC
geowealth.com- Founded in 2010
- Location: Chicago, IL
- Annual Revenue: $16.5M
- Employees: 32
- GeoWealth is a financial technology and turnkey asset management platform (TAMP) for investment advisors & institutional investors. Maximize bottom line & efficiency.
Key Information
- Name: WEALTH ACCESS INC
- Category: Computer software
- Industry: Software Company
- SIC: 73; 737
- NAICS: 512; 541511
See similar companies
-
By City Nashville Small Software Company in Nashville Mid-size Software Company in Nashville Computer software in Nashville Small Computer software in Nashville Mid-size Computer software in Nashville
-
By State TN Small companies in TN Computer software in TN Small Computer software in TN Mid-size Computer software in TN Small Software Company in TN Mid-size Software Company in TN
-
By Category Computer software Small Computer software Mid-size Computer software
-
By Industry Software Company Small Software Company Mid-size Software Company Computer software and Software Company
-
Firmographic data G Score of 5 Founded in 2011 SIC: 73 SIC: 737 NAICS: 512 NAICS: 541511 #Software Development & Design #Software
Frequently Asked Questions
WEALTH ACCESS INC's headquarters are located at 618 Church St. Ste. 420 Nashville, TN 37219.
WEALTH ACCESS INC's official website is wealthaccess.com
WEALTH ACCESS INC's annual revenue is $13.8 M.
WEALTH ACCESS INC's SIC: 73; 737
WEALTH ACCESS INC's NAICS: 512; 541511.
WEALTH ACCESS INC has 24 employees
WEALTH ACCESS INC is in the industry of Computer software.
