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

Vermont State Employees Credit Union

Vermont State Employees Credit Union is one of the leading providers in Financial Services. It is based in Charleston, WV. To find more information about Vermont State Employees Credit Union, please visit www.vsecu.com

SoLo Funds

SoLo is a community finance platform where our members step up for one another. We enable financial services for real people, powered by people. SoLo Funds is a financial service provider enabling a marketplace where members can request and fund emergency needs. SoLo launched in 2018 with the goal of providing a lending alternative that was equitable, empowering, and community-driven. Since then, we`ve processed millions of transactions and redefined financial services for our community members. Today, we`re driven to new heights launching additional financial services, but grounded in the same hope and mission: to build a community that enables financial autonomy for all.

Friends of Children Inc

Friends of Children Inc is a Ashland, KY-based company in the Financial Services sector.

Financial Recovery Strategies

80 Wesley St., South Hackensack, New Jersey (201)-853-0300 www.frsco.com

Chimera Securities

Chimera Securities is a New York, NY-based company in the Financial Services sector.