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

Digital Retirement Solutions

Digital Retirement Solutions is a Longmont, CO-based company in the Financial Services sector.

Decision Financial Services

Decision Financial Services is a Antioch, CA-based company in the Financial Services sector.

Vesta

Vesta is an end-to-end transaction guarantee platform for online purchases. We use machine learning backed by 25 years of transactional data to increase approvals of legitimate sales for our customers, while eliminating chargebacks and other forms of digital fraud. We drive the true cost of fraud to zero and transfer 100% of the liability for fraud, including chargeback processing, so customers can focus on increasing sales.

Tejas Securities Group, Inc.

Tejas Securities Group, Inc. is one of the leading providers in Financial Services. It is based in Woodinville, WA. To find more information about Tejas Securities Group, Inc., please visit www.tejassec.com

Blue Wolf Capital

Blue Wolf Capital Partners LLC is a private equity firm founded in 2005. We specialize in control investments in middle market companies. Leading by experience, and with a commitment to excellence, we transform companies strategically, operationally and collaboratively. We manage challenging situations and complex relationships between business, customers, employees and regulators to generate superior returns and build value for stakeholders.