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

CBC Customhouse Brokers

CBC Customhouse Brokers is a Bloomingdale, IL-based company in the Financial Services sector.

Sperry Associates Federal Credit Union

Sperry Associates Federal Credit Union is a New Hyde Park, NY-based company in the Financial Services sector.

New York REIT

New York REIT began as New York Recovery REIT, the public, non-traded investment offering dedicated to identifying and unlocking upside value in a commercial real estate market still recuperating from the economic strains of The Great Recession. Where many saw only crisis, the well-capitalized New York REIT team saw an opportunity to drive returns by investing in quality assets at or below replacement cost in order to generate regular, stable returns and provide their shareholders with longer-term capital appreciation opportunities. Today, New York REIT remains 100% invested in New York City as well as 100% committed to its goal of partnering with investors in order to take advantage of the extraordinary opportunity to create value through the ownership and management of that which makes the city so iconic – its commercial real estate.

Seacoast National Bank

Seacoast National Bank provides some of the lowest combination of rates and fees available along with the highest quality of customer service.

JSC Federal Credit Union

JSC Federal Credit Union is a Houston, TX-based company in the Financial Services sector.