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

Local Government Federal Credit Union

Local Government Federal Credit Union is a Raleigh, NC-based company in the Financial Services sector.

Atlantic Capital Bank

Atlantic Capital Bank is one of the leading providers in Financial Services. It is based in Marlton, NJ. To find more information about Atlantic Capital Bank, please visit www.atlcapbank.com

Christopher, Smith, Bristow and Stanell CPA

CS&L CPAs is a full service public accounting firm that was established in 1954` We provide taxation, accounting, auditing and consulting services to individuals, businesses and organizations` CS&L is a widely recognized name in the community due to the outstanding reputation of our preceding partners: Bob Christopher, Rick Smith and Ed Leonard` We are comprised of approximately 50 professional staff members, including seven Principals, between our offices in Bradenton, Sarasota and Tampa (opening August, 2015)` We pride ourselves on our commitment to understand each client’s unique situation, provide a high quality service experience, and offer exceptional solutions based on our clients’ personal goals or business objectives` Our Principals and staff are highly involved in the surrounding communities; many serve on local non-profit boards, frequently attend community meetings and events, and support a variety of charitable activities` CS&L has been named “Small Business of the Year” by the Sarasota Chamber of Commerce, a “Best Place to work in Tampa Bay” by the Tampa Bay Business Journal and a “Best Company to Work for in Florida” by Florida Trend Magazine` We are a member of CPAmerica International, which allows us to offer our clients the best of both worlds: The attention of a local firm with the knowledge and resources of an international association`

EFT Source

EFT Source, Inc is a Nashville, TN-based company in the Financial Services sector.

ClearView Group, LLC

ClearView is a CPA and Management Consulting Firm that serves public, private and non-profit Clients of all sizes. Founded on the core principles of transparency and superior performance, we have leveraged our years of serving sophisticated Clients to quickly gain traction in the marketplace. Our leadership team is well recognized for creating an environment that attracts and retains the very best talent in our field – allowing us to quickly become the destination of choice for the most talented and devoted accounting professionals in the region. With our Big Four backgrounds, we have the technical ability to ensure our work meets the rigorous standards of all stakeholders. Our business savvy and wide-ranging experience enable us to provide recommendations that are not just “academic” in nature. Rather, they are practical and can be implemented with varying degrees of complexity, depending on the needs, resources, and culture of our Clients. Our services are flexible and scalable to meet the specific needs of our Clients, and we are committed to providing real solutions that offer practical and efficient improvements to our Clients` processes, procedures, and operations. The long tenure and deep experiences of our team members are the attributes that give you the assurance that you are partnering with a firm that will help you get to the right answer. However, it is our passion for helping our Clients meet their business challenges that separates us from our competition, and allows us to develop and sustain trusting, devoted relationships.