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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.
DeHayes Consulting Group is a Roseville, CA-based company in the Financial Services sector.
Greywolf Capital is one of the leading companies in the Financial Services sector.
Cass Information Systems is a leading provider of integrated information and payment management solutions, managing more than $60 billion annually on behalf of clients throughout North America and Europe. Cass provides customized solutions for freight payment, telecom expense management, and utility/facilities-related expense management, and is also a behind-the-scenes provider for other companies` branded B2B payment processing and commerce solutions. The support of Cass Commercial Bank, founded in 1906, makes Cass Information Systems unique in the industry. Cass (Nasdaq: CASS) is part of the Russell 2000® Index.
Abrdn plc, formerly Standard Life Aberdeen plc, is a United Kingdom-based global investment company headquartered in Edinburgh, Scotland.