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

Raistone Capital

Access to the capital markets finally democratized! Start growing & efficiently managing your business working capital w/ Raistone Capital. Learn more today!

North Dakota Health Care Review

North Dakota Health Care Review is a Minot, ND-based company in the Financial Services sector.

Prepaid Resources LLC

Prepaid Resources LLC is one of the leading providers in Financial Services. It is based in Oak Brook, IL. To find more information about Prepaid Resources LLC, please visit www.prepaidresources.com

Elevation Capital

Elevation Capital is a venture fund that invests in individuals with a solid vision of the future they want to create and a deep understanding of the technology of their endeavor. They evaluate and understand the exponential nature of technology and in...

Desert Living Concierge

Desert Living Concierge is a Scottsdale, AZ-based company in the Financial Services sector.