| Name | Title | Contact Details |
|---|---|---|
Tony Spurlin |
Chief Security Officer | Profile |
Tony Spurlin |
Chief Technology Officer | Profile |
Mitchell Johnson |
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.
Unit helps tech companies build financial features into their products: accounts, cards, payments, lending & more.
University Pension Plan (UPP) is a new jointly sponsored pension plan (JSPP) and the first of its kind in Ontario`s university sector. We`re proud to join other globally-recognized Ontario JSPPs in building a secure future for our members while helping to strengthen the future of our defined benefit pension plan for generations of university employees to come. We are here to protect the stability of our members` pensions, provide excellence in member service, invest responsibly, and – importantly – as a JSPP, give our members a voice in their plan. That`s our pension promise.
Our funding has assisted thousands of individual claimants achieve a successful resolution to their legal claims. In the interim, we have developed strong relationships with hundreds of Canada`s most reputable and established law firms who value our integrity and responsiveness in satisfying their needs and the needs of their clients.
First Financial USA is a Hamel, MN-based company in the Financial Services sector.