| Name | Title | Contact Details |
|---|
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.
JM Associates Federal Credit Union aka JMAFCU is a Jacksonville, FL-based company in the Financial Services sector.
The Family Credit Union is a Davenport, IA-based company in the Financial Services sector.
More than half of our portfolio companies hold licenses to Yale technology. Our ties in Connecticut extend well beyond the ivy-covered walls of Yale, with relationships with the University of Connecticut, Jackson Labs, Connecticut Innovations, and the State’s strong support of new ventures.
Consolidated Credit Union is a Portland, OR-based company in the Financial Services sector.