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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

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Highline

Highline is a new payment method that ties a consumer`s paycheck to repayment of a loan or other bill. It works with any kind of recurring payment including utility bills, cell phone, and virtually any kind of consumer loan. Lenders can decrease missed payments by up to 2/3rds, reduce default rates by more than half, expand customers` credit options and better support financial wellness. Built by subject matter experts, data scientists and technologists, Highline`s solution unleashes the power of payment automation to help lenders and financial institutions expand the pool of potential borrowers.