Wealth Access, founded in 2011 and headquartered in Nashville, builds data infrastructure for financial institutions. Its core product, the Connected Intelligence Platform, aggregates and enriches financial data across banking, wealth, and trust systems to produce a single, accurate view of each client relationship. The platform is system-agnostic and API-based, meaning it connects to existing infrastructure rather than replacing it - a meaningful distinction for institutions wary of costly core system overhauls.
The platform currently powers more than $571 billion in assets across over 60 financial institution partnerships and integrates with 25+ core providers and custodians. For engineers and data practitioners, the technical scope spans data aggregation, enrichment, and integration layers, with use cases including cross-sell analytics, AI-ready data foundations, and digital transformation enablement for advisors, bankers, and technology leaders.
The company's approach centers on resolving a persistent problem in financial services: fragmented data spread across siloed systems that prevents institutions from forming a coherent view of client relationships. By unifying those sources through API-based integrations, Wealth Access positions its platform as foundational infrastructure for personalization, analytics, and downstream AI applications - without disrupting existing operations.
