United States · 
Who invested in Wealth Access?
Wealth Access's investors include Council & Enhanced Tennessee Fund, SixThirty and Joe Maxwell.
201320142015
$200KDebt$1.5MSeries A$3.0MSeries A$1.5MVenture
United States · Venture startup
Who invested in Wealth Access
Funding summaryUpdated 26 Oct 2026
$6.2Mraised across 4 rounds since 2012, from 4 sources
$200KDebt$1.5MSeries A$3.0MSeries A$1.5MVenture
- Latest round
- Venture, $1.5MSept 2015
- Biggest round
- $3.0MSeries A · Apr 2014
- Investors
- 3
The funding story
Each circle is a round, placed by date and sized by amount. The line above is the running total.
- First round
- Debt, $200K Oct 2012
- Biggest round
- $3.0M Series A · Apr 2014
- Usual gap between rounds
- 16 months the median of 3
The rounds
- Sept 2015Venture$1.5M
No investor was named in the report.
From a historical funding recordSEC filing: $1.5M sold, first sale Jun 2015
- Apr 2014Series A$3.0M1 new1 returning
From a historical funding recordSEC filing: $1.5M sold, first sale Jan 2014
- Feb 2014Series A$1.5M2 new
From a historical funding recordSEC filing: $1.5M sold, first sale Jan 2014
- Oct 2012Debt$200K
No investor was named in the report.
Reported by sec.govSEC filing: $200K sold, first sale Sept 2012
Founders and team
From Wealth Access's own website and the SEC filings it signed: 1 founder, 10 on the team.
- Elizabeth TarnowVice President of Finance
- Trevor HuntVice President of Product
- Trevor ShannonVice President of Sales
- Victoria LubnikExecutive Vice President of Growth Strategies
- Andy ZinnChief Innovation Officer
- James ElwoodChief Technology Officer
- Jeff BloedornChief Client Officer
- Melissa JacksonChief of Staff & Director of Marketing
- Brian E. SemitekolChief Financial Officeri
- Ken ColsonChief Information Officeri
On the board, as filediAlvi AbuafChris E. HaleyDeWitt C. ThompsonJoseph E. MaxwellLucius E. BurchRick E. Holton
Who was in which round
The busiest backers across the latest rounds. A filled square is a round they joined; a dark one, a round they led.
Everyone who backed them
Missing a round, or an investor who was in one? Tell us.
Also claim to have backed them
This firm lists Wealth Access as a portfolio company on their own website, but no report of a round names it. They are the firms' own claims, kept apart from the rounds above.
Quick answers about Wealth Access
How much has Wealth Access raised?
Wealth Access has raised $6.2M across 4 rounds since 2012.
When did Wealth Access last raise?
Wealth Access's most recent round was a Venture of $1.5M in Sept 2015.
What was Wealth Access's biggest round?
Wealth Access's largest round on record is $3.0M (Series A), in Apr 2014.
Who backed Wealth Access first?
Wealth Access's first round on record, in Feb 2014, was backed by Council & Enhanced Tennessee Fund and Joe Maxwell.
What stage is Wealth Access at?
Wealth Access's latest named round is a Venture, in Sept 2015.
Where is Wealth Access based?
Wealth Access is based in the United States.
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