| Name | Title | Contact Details |
|---|---|---|
John Kimbro |
Chief Technology Officer | Profile |
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.
ITG Canada is a York, ON-based company in the Financial Services sector.
Local Investment Commission (LINC) is a Kansas City, MO-based company in the Financial Services sector.
A full-service, independent community bank, established in 1901. Continuing to meet the needs & financial goals of our customers and the communities we serve.
Marsh is a global leader in insurance broking and risk management. In more than 130 countries, our experts in every facet of risk and across industries help clients to anticipate, quantify, protect against — and recover from — the "what ifs" in life. In today`s increasingly uncertain global business environment, Marsh helps clients to survive and thrive. We work with clients of all sizes to define, design, and deliver innovative solutions to better quantify and manage risk. To every client interaction we bring an unmatched combination of deep intellectual capital, industry-specific expertise, global experience, and collaboration. We offer risk management, risk consulting, insurance broking, alternative risk financing, and insurance program management services to businesses, government entities, organizations, and individuals around the world. Since 1871 clients have relied on Marsh for trusted advice, to represent their interests in the marketplace, make sense of an increasingly complex world, and help turn risks into new opportunities for growth. Our more than 30,000 colleagues work on behalf of our clients, who span industries, enterprises of all sizes, and include individuals, multinational organizations, and government entities worldwide. We are a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), a global professional services firm offering clients advice and solutions in the areas of risk, strategy, and people. With 60,000 colleagues worldwide and annual revenue exceeding $13 billion (as of Dec. 31, 2015), Marsh & McLennan Companies also include global leaders Guy Carpenter, Mercer, and Oliver Wyman.