| Name | Title | Contact Details |
|---|
Wealth Access is an innovative wealth management technology firm that provides 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 view, allowing for better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals. 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.
Mortgage Bankers Service Corp is a Lombard, IL-based company in the Financial Services sector.
For more than 10 years, Enfusion has provided technology innovation and support to the global investment management industry. Our market leading solution, Integráta, automates and simplifies investment management on a single platform and seamlessly provides asset managers full front-to-back office functionality across all asset classes. We also offer outsourced middle-and-back office services used by managers to streamline operations and reduce over-head expenses. We are a strategic partner to over 400 top-tier firms worldwide in the hedge fund, institutional investment and wealth management industries. Enfusion is headquartered in Chicago, with offices in New York, London, Dublin, Hong Kong, Mumbai, and São Paulo.
Financieren, Bedrijfsoverdracht, Investeren, Aankoop en Verkoop bedrijf, Vermogensbeheer, Crowdfunding,
BenefitVault Inc. is a Philadelphia-based healthcare financial technology startup that provides a payment service for the insurance industry.