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

Consello

The Consello Group is a financial services advisory and strategic investing platform. At Consello we invest capital to grow companies, and we execute for our banking clients across industries. We also offer business development services to help companies grow and a digital assets advisory business to help companies participate in the global digital financial services ecosystem. Consello offers these four distinct but integrated lines of businesses all on one platform: Investing, Digital Assets Advisory, Growth and Business Development, and M&A Advisory and Investment Banking.

Circulo Health

Circulo is building the Medicaid insurance company of the future to provide tech-enabled, world-class care to the nation`s most underserved populations. Circulo is based in Columbus, OH, the emerging insurtech capital of the U.S.

Presley

Presley is a Courtenay, BC-based company in the Financial Services sector.

TWC Enterprises

TWC is engaged in golf club and resort operations under the trademark “ClubLink”. ClubLink is Canada’s largest owner and operator of golf clubs with 54 ½, 18-hole equivalent championship courses and six 18-hole equivalent academy courses at 44 locations in Ontario, Quebec and Florida. TWC is also engaged in rail, tourism and port operations based in Skagway, Alaska, which operates under the trade name "White Pass." The railway stretches approximately 177 kilometres (110 miles) from Skagway, Alaska, through British Columbia to Whitehorse, Yukon. In addition, White Pass operates three docks primarily for cruise ships.