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

Molewski Financial Solutions

Molewski Financial Solutions is a Bethlehem, PA-based company in the Financial Services sector.

Government Employees Credit Union

Government Employees Credit Union or GECU is a state chartered credit union headquartered in El Paso, Texas and regulated under the authority of the National Credit Union Administration (NCUA). As of 2008, GECU had $1.4 billion in assets and approximately 282,000 members.

Black Cliffs Partners

American Industrial Properties

American Industrial Properties is a Irving, TX-based company in the Financial Services sector.

Pacific Capital Bancorp

Pacific Capital Bancorp (PCB) is a community bank holding company providing full service banking, including consumer and commercial lending, trust and investment advisory services, and other consumer and business banking products through its.