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

Veronis Suhler Stevenson Partners LLC

Veronis Suhler Stevenson Partners LLC is one of the leading providers in Financial Services. It is based in Terre Haute, IN. To find more information about Veronis Suhler Stevenson Partners LLC, please visit www.vss.com

Summit Financial Resources

At Summit our mission is to help our clients secure their future by achieving their financial goals. When you work with our team, you can expect them to take their time to listen to you, to assess your needs, to collaborate and respond with comprehensive financial planning and wealth management solutions designed to meet your objectives. However, sometimes providing a solution isn`t enough, because we understand that your circumstances will change. Therefore, we offer the ongoing support you`ll need to make sure your Financial Plan stays focused on your goals. For over three decades we`ve had the privilege of providing objective, comprehensive financial planning services to successful individuals, including senior Wall Street and corporate executives, professionals, athletes, retirees, business owners and their businesses, and non-profit organizations.

SOFCU

SOFCU is one of the leading companies in the Financial Services sector.

California United Bank

California United Bank is one of the leading providers in Financial Services. It is based in Sanford, NC. To find more information about California United Bank, please visit www.californiaunitedbank.com

Wolfe Axelrod Weinberger Associates

Wolfe Axelrod Weinberger Associates is a New York, NY-based company in the Financial Services sector.