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

JH Capital Group

JH Capital Group, a diversified specialty finance company with operations spanning across seven states, provides a wide array of solutions for consumers and businesses across a broad range of assets.

Acclaim Credit Technologies

Acclaim Credit Technologies is a Visalia, CA-based company in the Financial Services sector.

FinancialDataExchange

Securing Financial Data Sharing in a Connected World

Orange County`s Credit Union

Orange County`s Credit Union is a Santa Ana-based financial services provider established in 1938 with more than 120,000 Members and over $2 billion in assets. As a not-for-profit financial services provider, Orange County`s Credit Union is owned by Members, not shareholders, which means its profits are returned to Members in the form of fewer fees, lower loan rates, and enhanced products and services.

Advantage Financial Planning Inc

Advantage Financial Planning Inc is a Hialeah, FL-based company in the Financial Services sector.