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InvestCloud vs Wealth Access

InvestCloud logo
InvestCloudWealth Management Platforms
CustomPublished price
Wealth Access logo
Wealth AccessFaculty Management Software
InvestCloud logo
InvestCloud
Wealth Management Platforms

A Smarter Financial Future Starts with People

Wealth Access logo
Wealth Access
Faculty Management Software

Connect Your Data. See As One. Where Every System Speaks the Same Language

Overview
CategoryWealth Management PlatformsFaculty Management Software
What it isDigital wealth platform for advisors, asset managers, and banks with client portals and advisor tools.Client portal and data aggregation platform for wealth management firms to engage clients holistically.
Pricing
Published priceCustom
InvestCloud sells its wealth-management technology to financial institutions through tailored enterprise agreements. No authoritative public numeric list price is available; prici…
Wealth Access's current public materials do not expose a dependable numeric starting price. Commercial pricing is treated as sales-led or quote-based.
Pricing modelCustom quoteNot available
Free optionsNo free plan · No free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20102010
Team size1001-5000 employees51-200 employees
HeadquartersWest Hollywood, CANashville, TN

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