Wealth Access, Inc.


Financial Management Solutions

About Us

Wealth Access is an innovative wealth management technology firm that supports banks and wealth management firms by providing a fully mobile, digital personal financial management (PFM) and reporting solutions for the high net worth advisor and investor community. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated total balance sheet view, allowing for better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals and families. Founded by a former Merrill Lynch high net worth advisor, Wealth Access provides a complete platform for advisors to collaborate with other professionals and position themselves central to their clients’ lives. Headquartered in Nashville, TN, Wealth Access is backed by successful investors and notable wealth management technology platforms. For more information, please log on to www.wealthaccess.com or follow us on Twitter at @ASmarterLook.


Wealth Access


Business Analyst
Category: 15-1121 Computer Systems Analysts
Wealth Access is looking for a Business Analyst to act as the liaison between the business client, the business development team, product management team, and the technical organization, by planning and directing the analysis of the client’s business problems and its conversion to high-quality requirements documentation. Join our fast-growing Fintech company where you will be making everyday ...read more
Contact: Cameron Taylor
Phone:(617) 901-5345
Senior SQL/ETL Developer
Category: 15-1141 Database Administrators
Wealth Access is looking for a Senior SQL/ETL Developer will be responsible for importing data from many external data feeds through an ETL process and into our normalized database. We process financial information from over 30 different sources and that number is growing every month. You will own our ETL process and have the change to add on and improve our ETL process. You will sit in on ...read more
Contact: Drew Moorman
Phone:(629) 202-6346
Technical Support Engineer
Category: 15-1151 Computer User Support Specialists
Wealth Access is looking for a Technical Support Engineer to provide enterprise-level assistance to our clients. Technical Support Engineer responsibilities include proactively diagnosing and troubleshooting software issues, resolving network issues, performing data reconciliation, configuring operating systems and using remote desktop connections to provide immediate support. You will use ...read more
Contact: Shea Merville
Phone:(629) 202-6348
Implementation Project Manager
Category: Other
Wealth Access is looking for an Implementation Project Manager, you will be a member of the Client Success team, within Wealth Access. You are responsible for the successful delivery of our technology to help our clients make better decisions. We are looking for an action-oriented individual who is obsessed with truly understanding client needs. With that understanding, you will internally ...read more
Contact: Shea Merville
Phone:(629) 202-6348