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

Dow Jones

When you join Dow Jones, you become part of the most dynamic, creative and savvy news and information companies in the world. As a global leader in news and business intelligence, we`re newswires, websites, newspapers, apps, newsletters, databases, magazines, and video --including some of the widest-read and most-respected brands, like The Wall Street Journal, Factiva, Barron`s, MarketWatch, Financial News, DJX, Dow Jones Risk & Compliance, Dow Jones Newswires, and Dow Jones VentureSource. Our products inform the discussions and decisions that are vital to the world`s commerce, while our databases make the business world more transparent. We continually develop technology to transform information into insight and prosperity. We enlighten and inspire audiences around the globe with authoritative, differentiated and trusted content.

Reserve Mortgage

Reserve Mortgage is a Fort Worth, TX-based company in the Financial Services sector.

Oregon State Credit Union

Oregon State Credit Union is a not-for-profit financial cooperative with headquarters in Corvallis, Oregon. We serve members in 24 counties in central and western Oregon. Founded in 1954, our vision is to create financial solutions to make lives better. When you work for Oregon State Credit Union you have more than a job— you have a career. We offer a positive team, competitive salaries, bonuses, comprehensive health, dental and vision coverage, disability and life insurance, a retirement plan with fantastic employer match, paid time off and more. If you`re looking for an employer who shares your passion and commitment to service and a career where you know you`re making a difference every day, consider Oregon State Credit Union. Equal opportunity employer including veterans and individuals with disabilities. Equal opportunity lender. Federally insured by NCUA.

CellTech Solutions

CellTech Solutions is a Edison, NJ-based company in the Financial Services sector.

Beacon Federal Credit Union

Beacon Federal Credit Union is a La Porte, TX-based company in the Financial Services sector.