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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.
XTM, is a Miami and Toronto-based fintech innovator in the neo-banking space, helping businesses and service workers in the hospitality and personal care space disseminate and access earned wages and gratuities. XTM`s Today™ Solution, comprised of a free mobile app and a Visa or Mastercard debit card with free banking features, is used by thousands of restaurants, salons and staff across Canada and the United States. XTM is a global card issuer and real-time payment specialist. Our technology is used by Restaurants, Salons and service staff at no charge to automate and expedite Earned Wage and Gratuity Access, increasing time and attendance and eliminating cash from ecosystems. XTM`s Today solution drives operational efficiencies and delivers a bespoke user experience designed specifically for service workers.
Synergy Federal Credit Union is a San Antonio, TX-based company in the Financial Services sector.
Since 1989, MedAssist has been improving revenue cycle performance for healthcare providers throughout the United States. For the eighth consecutive year, MedAssist has earned the prestigious Healthcare Financial Management Association (HFMA) Peer Review designation. Our mission is to leverage demonstrated operational excellence and proven performance track record while treating patients with dignity, compassion and respect for our more than 700 clients.
Preferred Properties Inc is a Greenwich, CT-based company in the Financial Services sector.