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

Praxis Engineering Technologies

Praxis Engineering Technologies, Inc is a Annapolis Junction, MD-based company in the Financial Services sector.

City Holding Company

City Holding Company is one of the leading providers in Financial Services. It is based in Columbus, OH. To find more information about City Holding Company, please visit www.cityholding.com

Meriwest Credit Union

Meriwest Credit Union delivers financial value to individuals and small businesses in the Greater Bay Area of California and Tucson, AZ. We provide to those who are seeking above market rates on deposits, low loan rates, lower fees, product options and an experience that makes you feel confident about your decision to do business with us.

New Finance Capital

New Finance Capital is a New York, NY-based company in the Financial Services sector.

Atlas Mining Co

Atlas Mining offers a broad range of value-added services including ASIC mining, high-performance computing, hosting, and cloud services. We aim to be one of the largest and most efficient service providers in data computing and storage.