| Name | Title | Contact Details |
|---|
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, Wealth Access is backed by successful investors and notable wealth management technology platforms.
For four decades, State Street Global Advisors has served the world`s governments, institutions and financial advisors. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become the world`s fourth-largest asset manager1 with US $3.90 trillion* under our care.
Cipperman Compliance Services (CCS) provides compliance services to registered funds, money managers, and broker-dealers. CCS creates compliance solutions that work for dynamic firms by leveraging the experience of a multi-disciplinary team of lawyers, compliance and operations professionals, and applying a management-focused approach to client services. CCS takes full accountability for implementing its advice and solutions, which include serving as a firm`s chief compliance officer, creating customized compliance programs, conducting compliance reviews, and responding to regulatory inquiries.
Everest Global PLC is an investment company listed on the London Stock Exchange Main Board.
Cash Express LLC offers a wide variety of financial services - Flex Loans, Payday Loans, Installment Loans, Title Loans, Check Cashing, Prepaid VISA Cards, Pawn Loans, and Cash for Gold. Come and see us for all of your financial needs.