| Name | Title | Contact Details |
|---|---|---|
Gordan Redzic |
Chief Technology Officer | Profile |
Quality Loan Services is a San Diego, CA-based company in the Financial Services sector.
Coughlin Jenkins and Fabbri is a Naperville, IL-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.
E*Trade Financial Corporation (often styled E*TRADE) is a U.S.-based financial services company headquartered in New York. It is a holding company, the major business of which is an online discount stock brokerage service for self-directed investors. Investors can buy and sell such securities as stocks, bonds, options, mutual funds, and exchange-traded funds via electronic trading platforms or by phone. E-Trade Financial also provides investor-focused banking products, primarily sweep deposits and savings products, to retail investors.