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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

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Alaska USA

Alaska USA is one of the nation`s largest credit unions with more than half a million members and more than $7.5 billion in assets. Since 1948, Alaska USA has been dedicated to providing service, value, and convenience to its member-owners. As a not-for-profit financial services cooperative, earnings are returned to member-owners in the form of lower loan rates, fewer fees, and higher dividends than most banks. This commitment to each member`s financial well-being is what makes the Alaska USA experience better than banking®. Alaska USA maintains branches and operations support in Alaska, Arizona, California, and Washington, and serves members worldwide with a full range of financial services, including checking and savings accounts, consumer loans, and credit cards. In a growing number of locations, Alaska USA also offers business services, commercial and personal insurance, and real estate loans, as well as mortgage loans by Alaska USA Mortgage Company. Alaska USA provides employees with a professional working environment, career development opportunities, competitive compensation, and comprehensive benefit programs. Federally insured by NCUA. Equal housing lender.