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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.
EAGLE ONE FCUEagle One Federal Credit Union is a Philadelphia, PA-based company in the Financial Services sector.
TWC is engaged in golf club and resort operations under the trademark “ClubLink”. ClubLink is Canada’s largest owner and operator of golf clubs with 54 ½, 18-hole equivalent championship courses and six 18-hole equivalent academy courses at 44 locations in Ontario, Quebec and Florida. TWC is also engaged in rail, tourism and port operations based in Skagway, Alaska, which operates under the trade name "White Pass." The railway stretches approximately 177 kilometres (110 miles) from Skagway, Alaska, through British Columbia to Whitehorse, Yukon. In addition, White Pass operates three docks primarily for cruise ships.
More than half of our portfolio companies hold licenses to Yale technology. Our ties in Connecticut extend well beyond the ivy-covered walls of Yale, with relationships with the University of Connecticut, Jackson Labs, Connecticut Innovations, and the State’s strong support of new ventures.
KER Clink is a Marysville, KS-based company in the Financial Services sector.