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

Holy Rosary Regional Credit Union

Holy Rosary Regional Credit Union is a Rochester, NH-based company in the Financial Services sector.

Treadstone Private Equity

Treadstone Private Equity is a sector leading Accounting, M&A, Taxation, Analytical, and International business laws... Comprising professionals who can assist you and your company in all areas of today`s ever changing business world Treadstone Private Equity is an independent corporate Finance advisory boutique within the International global business network, providing specialist corporate finance advice to listed and privately owned companies, both American and foreign areas. We offer professional services based on our specialist knowledge within our core areas of expertise. We offer long term, sustainable financial solutions with a view to developing trusted and on going relationships with our clients and with a focus on service expertise, technical excellence and integrity. Our team consists of highly qualified and experienced professionals with corporate finance and investment banking experience and is recognized for our exceptional service delivered to clients.

Prime Financial Credit Union

Prime Financial Credit Union is a Cudahy, WI-based company in the Financial Services sector.

Berkowitz Dick PollackandBrant

Berkowitz Dick Pollack&Brant is a Fort Lauderdale, FL-based company in the Financial Services sector.

Sterling Trust

Sterling Trust is a Waco, TX-based company in the Financial Services sector.