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

Barnes, Dennig

Barnes, Dennig is one of the leading companies in Financial Services industry. Barnes, Dennig is based in Cincinnati, OH. You can find more information on Barnes, Dennig at www.barnesdennig.com

Global Cash Network

Global Cash Network is a Arlington Heights, IL-based company in the Financial Services sector.

Tender Years

Tender Years is a Mandeville, LA-based company in the Financial Services sector.

NARFE Premier Federal Credit Union

NARFE Premier Federal Credit Union is a Alexandria, VA-based company in the Financial Services sector.

Alabama Credit Union

At Alabama Credit Union we want you to “feel good about your money.” Our members can feel good about their money because our employees will provide products and financial counsel that our members need, and do it with a smile. We think of our members as part of the ACU family and are dedicated to taking care of them—from assisting with an auto loan, at a great rate, to helping save for that dream vacation.