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

Stationery Credit Union

Stationery Credit Union is a Saint Joseph, MO-based company in the Financial Services sector.

North County Credit Union

North County Credit Union is a San Diego, CA-based company in the Financial Services sector.

Meyers, Harrison

Meyers, Harrison is a New Haven, CT-based company in the Financial Services sector.

Truist Securities

Truist Securities is the full-service corporate and investment banking arm of Truist Financial Corporation. With a rich history extending back more than 125 years, Truist Securities offers a robust capital markets and investment banking platform that includes a comprehensive array of strategic advisory, mergers and acquisition and capital markets capabilities for corporate and institutional clients, including sales, trading and research services in both fixed income and equity. The firm also provides corporate finance, asset finance, risk management, liquidity and treasury management solutions to meet clients` full spectrum of financial needs. Headquartered in Atlanta, Truist Securities encompasses more than 1,400 teammates in offices located across the U.S.

Knight International

Knight International is a Boston, MA-based company in the Financial Services sector.