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© All Rights Reserved. ApplyBlast.com
Wealth Access
A Technical Client Support Representative I at Wealth Access manages client support requests, ensuring clear documentation and efficient issue resolution by collaborating with internal teams. The role involves ticket management, escalation, cross-team coordination, and contributing to knowledge resources.
Headquarters
Nashville, Tennessee, United States
Company Size
11-50 employees
Founded
2011
Wealth Access is a connected intelligence platform that unifies fragmented data from banking, trust, brokerage, and retirement systems to create a single source of truth for U.S. community and regional banks and wealth management firms. Using a proprietary Universal ETL framework and an API‑first architecture, the platform overlays existing legacy systems to ingest, enrich, and normalize data in real time without risky core conversions. Wealth Access organizes permissioned, AI‑ready data to power compliant, explainable AI initiatives and to surface insights that boost advisor productivity and client engagement. Its intelligence layer is built for institutional stakeholders rather than direct‑to‑consumer use.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Wealth Access.
34% above the average for this role