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

Altos Ventures

Altos Ventures is a technology investment firm based in Silicon Valley that partners with early to growth stage technology companies operating in consumer and enterprise sectors, with the goal of building durable and compounding businesses over decades.

CastleOak Securities

CastleOak Securities, L.P. is a boutique investment bank focused on the capital markets serving a broad array of corporate, governmental and institutional investor clients. Headquartered in New York City, and with five regional offices, CastleOak specializes in primary and secondary sales and trading of fixed income, equity, and money market securities. Since its founding in 2006, CastleOak has grown to approximately 50 professionals and has assisted its clients on public offerings totaling over $3 trillion.

MTX EPS

MTX EPS is a Aliso Viejo, CA-based company in the Financial Services sector.

Delray Dunes Association Inc

Delray Dunes Association Inc is a Boynton Beach, FL-based company in the Financial Services sector.

Northern Capital Management

Northern Capital Management is a Madison, WI-based company in the Financial Services sector.