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

Rose and Kiernan

Rose and Kiernan is one of the leading providers in Financial Services. It is based in Greenville, SC. To find more information about Rose and Kiernan, please visit www.rkinsurance.com

Benchmark Mortgage

Benchmark is a mortgage lender headquartered near Dallas, TX. We have been building a dynamic lending community driven by relationships since 1999.

StreetShares

StreetShares provides financial solutions for America`s heroes and their communities. StreetShares, Inc. is America`s social finance community for veterans, active duty military, their families, and supporters. StreetShares provides targeted high-demand financial products to the military and veterans community, including: * customized small business loans * lines of credit for working capital * government contract financing * mobilization and receivables financing * high-yield investments * veterans community retail investment products Membership is free and open to small business owners and U.S. investors. StreetShares is veteran-run and located outside of Washington, D.C. Copyright © 2017, StreetShares, Inc. All rights reserved. StreetShares, StreetShares.com, and the StreetShares logo are trademarks or service markets of StreetShares, Inc. These materials are not an offer to sell, or the solicitation of an offer to purchase, any securities.

Postel Family Credit Union

Postel Family Credit Union is a Wichita Falls, TX-based company in the Financial Services sector.

Intercontinental Exchange

Intercontinental Exchange is an industry leader in the global financial market place. Employees at Intercontinental Exchange impact trillions of financial transactions on a daily basis. Intercontinental Exchange (NYSE: ICE) is a leading operator of regulated exchanges and clearing houses serving the risk management needs of global markets for agricultural, credit, currency, emissions, energy products. With the acquisition of the NYSE, Intercontinental Exchange has successfully expanded into the equities market.