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

St. Helens Community Federal Credit Union

St. Helens Community Federal Credit Union (SHCU), located in Columbia County, Oregon, was originally formed to serve the employees of the St. Helens Pulp and Paper Company and the Jaite Company. It was formed as a member-owned non-profit cooperative to help meet the financial needs of these employees and their families. Over the years, SHCU has expanded their field of membership to include anyone who lives, works, attends school, volunteers, or worships in Columbia County or Sauvie Island, Oregon. In 1989, the name of the credit union was changed to St. Helens Community Federal Credit Union in order to better reflect its membership base. The success of our credit union has been based upon the commitment of credit union volunteers and members since 1938  

AGNC Investment

Founded in 2008, AGNC Investment Corp. is an internally-managed real estate investment trust that invests primarily in residential mortgage-backed securities guaranteed by a U.S. Government agency or a U.S. Government-sponsored entity on a leveraged basis.

Christopher, Smith, Bristow and Stanell CPA

CS&L CPAs is a full service public accounting firm that was established in 1954` We provide taxation, accounting, auditing and consulting services to individuals, businesses and organizations` CS&L is a widely recognized name in the community due to the outstanding reputation of our preceding partners: Bob Christopher, Rick Smith and Ed Leonard` We are comprised of approximately 50 professional staff members, including seven Principals, between our offices in Bradenton, Sarasota and Tampa (opening August, 2015)` We pride ourselves on our commitment to understand each client’s unique situation, provide a high quality service experience, and offer exceptional solutions based on our clients’ personal goals or business objectives` Our Principals and staff are highly involved in the surrounding communities; many serve on local non-profit boards, frequently attend community meetings and events, and support a variety of charitable activities` CS&L has been named “Small Business of the Year” by the Sarasota Chamber of Commerce, a “Best Place to work in Tampa Bay” by the Tampa Bay Business Journal and a “Best Company to Work for in Florida” by Florida Trend Magazine` We are a member of CPAmerica International, which allows us to offer our clients the best of both worlds: The attention of a local firm with the knowledge and resources of an international association`

Disability RMS

Disability RMS is one of the leading providers in Financial Services. It is based in Driscoll Financial Group, MA. To find more information about Disability RMS, please visit www.disabilityrms.com