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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.
BancFirst Corporation is a bank holding company. The Company conducts virtually all of its operating activities through its principal wholly owned subsidiary, BancFirst (the Bank), a state-chartered bank headquartered in Oklahoma City, Oklahoma.
RMB Capital is an independent investment advisory firm focused on preserving and growing wealth for individuals, families, institutions, and employers.
Orange County`s Credit Union is a Santa Ana-based financial services provider established in 1938 with more than 120,000 Members and over $2 billion in assets. As a not-for-profit financial services provider, Orange County`s Credit Union is owned by Members, not shareholders, which means its profits are returned to Members in the form of fewer fees, lower loan rates, and enhanced products and services.
Sound Shore Fund is a Greenwich, CT-based company in the Financial Services sector.