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

Exvere Inc

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

Bank Rhode Island

Bancorp Rhode Island, Inc. is the holding company for Bank Rhode Island (the Bank). It has no significant assets other than the common stock of the Bank. The Bank conducts business through 16 full-service branches, with 12 located in Providence County, three located in Kent County and one located in Washington County. The Bank augments its branch network through online banking services and automatic teller machines (ATMs), both owned and leased, located throughout Rhode Island. The Bank offers its customers a range of business, commercial real estate, consumer and residential loans, commercial leases, deposit products, non-deposit investment products, cash management and online banking services, private banking and other banking products and services to individuals and small- to mid-sized businesses.

Jeff Bigler

Welcome to Advanced Financial Consultants! Learn more about our business and access yours accounts here.

American Bancor

American Bancor is a Dickinson, ND-based company in the Financial Services sector.

Jay Reinemann

Investing in the new financial economy