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

Planet Home Lending

Tell us your goals: Buying a new home, getting cash from your home, a more affordable payment, or paying off your mortgage sooner. Our mortgage experts explain your options simply and clearly and give you competitive rates and terms.

Constitution Corporate FCU

Constitution Corporate FCU is a Wallingford, CT-based company in the Financial Services sector.

Modera Wealth Management

Modera provides thoughtful financial counsel to discerning individuals and organizations. Overseeing $6.95 billion in regulatory assets under management*, we operate on a fee-only model that puts our clients` needs ahead of our own. Our team members, located in our seven offices along the East Coast, provide customized, compassionate financial guidance derived from a combined depth of resources and knowledge that spans nearly 40 years.

Fredrickson International

Fredrickson International is a Huntington Beach, CA-based company in the Financial Services sector.

Canadian Direct Insurance

Canadian Direct Insurance is a Vancouver, BC-based company in the Financial Services sector.