CTOs on the Move

Wealth Access

www.wealthaccess.com

 
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, ...
  • Number of Employees: 0-25
  • Annual Revenue: $0-1 Million

Executives

Name Title Contact Details

Similar Companies

Northern Merchant Services Inc

Northern Merchant Services Inc is a Brasher Falls, NY-based company in the Financial Services sector.

The Gargoyle Group

The Gargoyle Group is a Englewood, NJ-based company in the Financial Services sector.

Highline

Highline is a new payment method that ties a consumer`s paycheck to repayment of a loan or other bill. It works with any kind of recurring payment including utility bills, cell phone, and virtually any kind of consumer loan. Lenders can decrease missed payments by up to 2/3rds, reduce default rates by more than half, expand customers` credit options and better support financial wellness. Built by subject matter experts, data scientists and technologists, Highline`s solution unleashes the power of payment automation to help lenders and financial institutions expand the pool of potential borrowers.

Merchants Insurance Group

Merchants Group, Inc. provides property and casualty insurance products for commercial and personal lines. It offers commercial insurance products, such as auto repair/collision repair, building owners', contractors, food service, office, retail, service business, wholesale, commercial auto, and commercial package insurance products. The company also provides personal insurance products, which include home owners’, personal auto, and personal umbrella insurance; and hurricane, winter storm, thunder storm, and tornado disaster planning insurance products. It sells its products to home owners, automobile owners, and contractors and business owners through a network of insurance agents. Merchants Group, Inc. was founded in 1918 and is based in Buffalo, New York with regional offices in Buffalo and Hauppauge, New York; Bedford, New Hampshire; Mt. Laurel, New Jersey; and Dublin, Ohio. The company has operations in Massachusetts, Michigan, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, and Vermont.

Waha Capital

Waha Capital is an Abu Dhabi-listed investment company that offers shareholders and third-party investors exposure to high-potential opportunities in diversified asset classes.