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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.
The Stephens Group is a private investment firm that partners with talented management teams to help build valuable businesses. Backed by the resources of the Stephens family, The Stephens Group has a long history of providing sophisticated, strategic expertise and taking a partnership approach to help companies successfully achieve their strategic visions and build long-term value. With over $1.5 billion invested since 2006, The Stephens Group targets investments in industries across the U.S., including industrial and commercial products and services, specialty distribution, B2B food and consumer products, technology infrastructure and tech-enabled services, as well as select opportunistic situations.
ANNUAL REPORTS SERVICE/BAY TACT is a Woodstock, CT-based company in the Financial Services sector.
Fundation is one of the nation`s leading small business lenders and financing solutions provider. Fundation partners with a broad array of financial and non-financial institutions that serve the small business market in a variety of capacities to bring value-added credit solutions. Fundation builds customized product offerings and delivery methods to meet the needs of each unique partner and the credit needs of its small commercial customers.
Catalyst is a global nonprofit organization that helps build workplaces that work for women through workplace inclusion.