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Two Ocean Trust provides a full range of trust and investment capabilities to ultra high net worth individuals, families, and foundations. Based in Jackson Hole, Two Ocean Trust is uniquely positioned to provide access to Wyoming`s modern trust laws, tax advantages, and enhanced privacy and asset protections.
BeneFACT Consulting Group Inc. is a Toronto, ON-based company in the Financial Services sector.
linn area credit union is a Cedar Rapids, IA-based company in the Financial Services sector.
Capstar Leasing Inc is a Tampa, FL-based company in the Financial Services sector.
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.