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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.
Grand Valley Co-op Credit Union is a Grand Rapids, MI-based company in the Financial Services sector.
SWS Group, Inc. is a Dallas-based holding company offering a broad range of investment and financial services through its subsidiaries. The Company's common stock is listed and traded on the New York Stock Exchange under the symbol SWS. SWS Group, Inc. subsidiaries include Southwest Securities, Inc., SWS Financial Services, Inc., and Southwest Securities, FSB.
Johnson Bixby is a Vancouver, WA-based company in the Financial Services sector.
Founded in 1974, R&T Deposit Solutions provides deposit and liquidity solutions to financial intermediaries around the country. In 2022, Reich & Tang Deposit Solutions and Total Bank Solutions completed a successful business combination and have rebranded the firm as R&T Deposit Solutions (“R&T”). The new brand represents the union of two industry leaders with a strong and unified platform and commitment to deliver innovative solutions designed to meet the evolving needs of their clients. R&T offers a wide range of innovative tech-enabled services to help banks, credit unions, trust companies and wealth managers meet their unique cash sweep, deposit funding and securities-based lending needs. Through its Demand Deposit Marketplace® (DDM®) Program, R&T provides banks and other depository institutions with access to millions in reciprocal deposits, and underlying customers with access to expanded levels of FDIC insurance on their deposits through participating banks. R&T is also the trusted vendor of large broker dealers and other financial institutions that administer their insured cash sweep programs.