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

Enterprise Community Partners

Enterprise Community Investment (“ECI”) is a national leader in providing investment capital and development services for affordable housing and community revitalization. ECI operates as part of the Enterprise family of companies, which includes Enterprise Community Partners, Inc., a national Section 501(c)(3) charitable organization. Enterprise`s mission is to create opportunity for low- and moderate-income people through affordable housing in diverse, thriving communities. At Enterprise, we believe opportunity begins when people have a place to call home. We are driven by our mission, fueled by business discipline and sustained by donors and investors. Since 1982, Enterprise has worked with partners in communities nationwide. As one of America`s original social enterprises, we bring together the people and resources to create affordable housing and to revitalize neighborhoods. ECI finances, develops and acquires housing and provides other community development initiatives in underserved neighborhoods throughout the U.S. ECI`s primary business is syndicating low-income tax credits. Our investment and lending products include low-income housing tax credits, historic tax credits and long-term permanent mortgages on multifamily and commercial properties. Permanent mortgages are provided through Bellwether Enterprise, our mortgage subsidiary. ECI develops affordable rental and for-sale housing, through its subsidiary Enterprise Homes. Asset management is offered by Enterprise Community Asset Management, Inc. Since its founding, Enterprise has invested $43.6 billion in housing and community revitalization, helped create nearly 585,000 homes and we have touched millions of lives. In fact, every day someone moves into a better place to live thanks to Enterprise. However, today ECI`s mission is more critical than ever. The U.S. is in the midst of a housing crisis that affects nearly 19 million low-income families. Our goal is to end housing insecurity for all.

Community Loans of America

Community Loans of America, Inc.

Frederick Copier Systems

Frederick Copier Systems is a Frederick, MD-based company in the Financial Services sector.

LincOne Federal Credit Union

LincOne Federal Credit Union is a Lincoln, NE-based company in the Financial Services sector.

Carbon Based Consulting

Carbon Based Consulting is a New York, NY-based company in the Financial Services sector.