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

Light Speed Trading

Light Speed Trading is one of the leading providers in Financial Services. It is based in Springfield, MO. To find more information about Light Speed Trading, please visit www.lightspeedtrading.com

Cme Federal Credit Union

Cme Federal Credit Union is a Columbus, OH-based company in the Financial Services sector.

Mayville Tremaine Inc

Mayville Tremaine Inc is a Mayville, NY-based company in the Financial Services sector.

NorthOne

NorthOne is a mobile-first API-based bank account and mobile app that helps startups and small businesses bank, manage their finances, and integrate all of their financial tools in a simple and intuitive way.