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

Securus Group Inc

Securus Group Inc is one of the leading providers in Financial Services. It is based in Staten Island, NY. To find more information about Securus Group Inc, please visit www.securusgroup.com

Denley Investment

Denley Investment is a Los Angeles, CA-based company in the Financial Services sector.

Care1st Health

A Plan striving for people 1st. Founded in 1994 by a group of local physicians, organized medical groups, and hospitals with the heart of the community in mind. This dynamic team came together to create a pro-patient healthcare delivery system that has grown over 500,000 members today! The same healthcare professionals who started the company continue to lead Care1st as a expanding consumer based organization which strives to deliver the right care, more choices, competitive health benefits and physician focused service. With this goal in mind, doctors can focus on patient care, members can have quality without impacting their pocket books and in most cases not give up their doctor.

Farm Credit Svc

Farm Credit Svc is a Milton, FL-based company in the Financial Services sector.

Hudson Heritage Federal Credit Union

Hudson Heritage Federal Credit Union is a Newburgh, NY-based company in the Financial Services sector.