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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

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Circle

We`re shaking up the global economy by making money simple. With us, you can send money like a text — instant, secure and free — whether your friend is across the table or across the ocean. Our mission? To connect every person in the world by exchanging value across borders, between currencies and among friends. Circle was founded in 2013 by internet entrepreneurs Jeremy Allaire and Sean Neville and we`re backed by $136 million from investors including Jim Breyer (Facebook), Goldman Sachs, IDG Capital (Baidu, Tencent), General Catalyst (AirBnB, Snapchat) and Accel Partners. Check us out at circle.com and download Circle Pay for iOS and Android today.