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

Nationwide Card Services a Bankrate Company

Nationwide Card Services a Bankrate Company is a Memphis, TN-based company in the Financial Services sector.

Banner Federal Credit Union

Banner Federal Credit Union is a Phoenix, AZ-based company in the Financial Services sector.

Actimize Inc.

Actimize Inc. is one of the leading companies in the Financial Services sector.

Fox Investments

Fox Investments is a Chicago, IL-based company in the Financial Services sector.

Dow Jones

When you join Dow Jones, you become part of the most dynamic, creative and savvy news and information companies in the world. As a global leader in news and business intelligence, we`re newswires, websites, newspapers, apps, newsletters, databases, magazines, and video --including some of the widest-read and most-respected brands, like The Wall Street Journal, Factiva, Barron`s, MarketWatch, Financial News, DJX, Dow Jones Risk & Compliance, Dow Jones Newswires, and Dow Jones VentureSource. Our products inform the discussions and decisions that are vital to the world`s commerce, while our databases make the business world more transparent. We continually develop technology to transform information into insight and prosperity. We enlighten and inspire audiences around the globe with authoritative, differentiated and trusted content.