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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.
Sammons® Financial Group Companies (collectively, Sammons Financial Group) provide today`s most sought after life insurance, annuity, and retirement products. At Sammons Financial Group, we hire people who think like owners because we are a privately held company owned by an Employee Stock Ownership Plan. We own our unique values-based culture, we own our spirit of excellence, and we own our responsibility to the communities in which we live and work. Our work environment is deeply rooted in respect, openness, integrity, and accountability, and we enjoy a benefits program that truly enhances our quality of life.
ICM Insurance Company is a Indianapolis, IN-based company in the Financial Services sector.
Pershing provides the resources and solutions that financial services firms, institutional investors, managers and advisors need to succeed.
Mary is a Dallas, TX-based company in the Financial Services sector.