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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.
Serving members worldwide with branches in Southeast Alabama, the Mobile Bay area in Alabama, and the Emerald Coast of Florida.
Legacy Savings and Credit Union Ltd. is a Calgary, AB-based company in the Financial Services sector.
Allegent COmmunity Federal Credit Union is a Pittsburgh, PA-based company in the Financial Services sector.
Pacific Crest Bank is one of the leading companies in Financial Services industry. Pacific Crest Bank is based in Lynnwood, WA. You can find more information on Pacific Crest Bank at www.paccrest.com