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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.
Astrella® by AST offers cloud-based, self-service cap table software management of private company shareholder data through a blockchain-enabled platform.
FirstView is a Atlanta, GA-based company in the Financial Services sector.
National CU Income Services is a Fort Lauderdale, FL-based company in the Financial Services sector.
California Resources and Training is a Oakland, CA-based company in the Financial Services sector.