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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.
Peak Capital Investments Svc is a Littleton, CO-based company in the Financial Services sector.
Financial Network Investment is a San Diego, CA-based company in the Financial Services sector.
Established in 1936, El Paso Area`s Teachers Federal Credit Union (TFCU) began as a credit union that provided the area`s teachers and their families with quality financial products and services. Today, TFCU has expanded their charter to everyone in El Paso County! We`re stronger than ever with more than 57,000 members and over $607 million in assets—and you can join us! If you live, work, or worship in El Paso County, you`re welcome to join the TFCU family and enjoy all the benefits we have to offer!
Melius Research is an independent research, data analytics, and investment firm that leverages decades of industrial and industrial tech-focused expertise to help our clients navigate a rapidly changing world. The traditional industrial eco-system is being transformed by emerging technologies in areas such as robotics, new mobility, energy transition, space travel, and the overall rise of software across all industries. Furthermore, the powerful thematic of sustainability is driving a secular shift in investment never seen before, creating unique opportunities and a new generation of leaders. We partner with clients including disruptive start-ups, institutional investors, and corporate executive teams, to make better investment and strategic decisions.