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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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Garden Savings Federal Credit Union

With over $270 million in assets, Garden Savings serves over 25,000 members representing over 150 Select Employer Groups (organizations/companies). Although a lot has changed since we first opened our doors, one this has and forever will remain the same – our commitment to our founding mission: To be our member`s first choice in banking by forming a partnership they value most. As a not-for-profit financial cooperative, Garden Savings has stood a progressive leader in the credit union industry since its founding in 1968. Today, the credit union is the 6th largest in the state of New Jersey; operating in Parsippany, Newark, Dover and South Orange. We are federally insured by the NCUA and privately insured by ESI. We also pride ourselves on being an Equal Housing Lender.