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

KB Home

KB Home is one of the leading providers in Financial Services. It is based in Los Angeles, CA. To find more information about KB Home, please visit www.kbhome.com

Tech Coast Angels

Tech Coast Angels is a La Canada Flintridge, CA-based company in the Financial Services sector.

RBC Ventures

We`re moving beyond banking to create meaningful solutions that touch every Canadian. We are building new ventures, acquiring growing firms, making investments and partnering with organizations that share our vision. The results are products and services that solve problems and make lives better. RBC Ventures Inc. is a subsidiary of Royal Bank of Canada.

Trade Settlement Inc

Trade Settlement Inc is a New York, NY-based company in the Financial Services sector.

Constitution Corporate FCU

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