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

battleface

Many modern travelers don`t fit outdated ‘one size fits all` travel insurance industry standards. 21st Century globetrotters need lean, tailored insurance that they can access from devices, not faxes. That`s why we started battleface, to provide travel insurance and services to outside-the-box travelers.

Globe Tax

GlobeTax is the leading provider of withholding tax recovery/relief and tax information reporting services to the global financial community, processing and filing over 6 million reclaims a year. We serve as sole appointed tax relief and reclaim agent for all US Depositary Banks issuing ADRs and equivalent instruments. GlobeTax researches and continually monitors tax treaties across over 240 jurisdictions to provide entitlement recovery for investors, custodians, issuers and agents in over 40 countries. GlobeTax was founded in 1992 and is based in New York with offices in London, Hong Kong, Madrid, and Sydney.

Sentry Capital

Sentry Capital is a Salt Lake City, UT-based company in the Financial Services sector.

Congressional Federal Credit Union

Congressional Federal Credit Union is a Washington, DC-based company in the Financial Services sector.

East Baton Rouge Teachers FCU

East Baton Rouge Teachers FCU is a Baton Rouge, LA-based company in the Financial Services sector.