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

MCOT

MCOT is a Kingsport, TN-based company in the Financial Services sector.

Achieve Financial Credit Union

Achieve Financial Credit Union is a Berlin, CT-based company in the Financial Services sector.

Credibly

Credibly is a tech and data-inspired lending platform that makes access to right-sized capital both simple and intuitive. Founded in 2010 and with offices in Michigan, Arizona, Massachusetts, and New York, Credibly has provided access to over $200 million for more than 4,500 businesses in over 300 industries. In the last year alone, Credibly has increased revenue 100%, was recognized by Crains as one of the 50 fastest growing companies in New York, and made its second consecutive appearance on the Inc. 500 list of the fastest-growing private companies in America.

BharatPe

BharatPe is an Indian fintech company that caters to small merchants and kirana store owners in India.

Pacific Crest Federal Credit Union

Pacific Crest Federal Credit Union is a Klamath Falls, OR-based company in the Financial Services sector.