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

MSD Partners

MSD Partners, L.P., an SEC-registered investment adviser, was formed in 2009 by the partners of MSD Capital, L.P. Established in 1998, MSD Capital exclusively manages the assets of Michael S. Dell and his family. MSD Partners utilizes a multi-disciplinary investment strategy focused on maximizing long-term capital appreciation by making investments across the globe in the debt and equity of public and private companies, real estate and other asset classes. Michael Dell and his family are substantial clients of MSD Partners. MSD Partners operates from offices in New York and Santa Monica.

HASC Center

HASC Center is a Brooklyn, NY-based company in the Financial Services sector.

Electrus Federal Credit Union

Electrus Federal Credit Union is a Minneapolis, MN-based company in the Financial Services sector.

Clement

Clement is a La Crescenta, CA-based company in the Financial Services sector.

Guild Capital

Venture Further