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

Thorp Brokerage Resources

Thorp Brokerage Resources is a Minneapolis, MN-based company in the Financial Services sector.

NetDeposit

NetDeposit delivers the power and promise of electronic check processing. We have the experience and technology to implement, control, manage, and scale electronic check solutions for the new electronic payments world. NetDeposit powers the largest IRD

Veterans Financial

Veterans Financial, Inc. is a Villanova, PA-based company in the Financial Services sector.

VPay

VPay is focused on delivering best-in-class claims payment solutions designed specifically to streamline the payment process while significantly reducing costs - enabling the companies we work with to take control of payment costs no matter how complex the landscape.

Virginia Beach Schools Federal Credit Union

Virginia Beach Schools Federal Credit Union is one of the leading providers in Financial Services. It is based in Las Vegas, NV. To find more information about Virginia Beach Schools Federal Credit Union, please visit www.vbsfcu.org