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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.
Bestow is an insurance technology company that builds products and software that make life insurance accessible to millions of families. In addition to its direct-to-consumer arm, Bestow provides industry-first APIs enabling partners to offer bespoke life insurance coverage to their customers with ease. Bestow is reshaping the life industry as the insurance company of the future.
Waterstone Mortgage Corporation has maintained a reputation for exceptional service and competitive mortgage financing since our inception in 2000. Since then we`ve grown to one of the largest mortgage lenders in the country with over 700 employees, branch locations in 23 states, and the ability to lend in 43 states. We are a wholly owned subsidiary of WaterStone Bank SSB (NASDAQ: WSBF) with assets of more than $1.8 billion. With this structure, we are able to offer our clients all of the benefits of an independent mortgage lender, as well as the portfolio products of a bank. Waterstone Mortgage Corporation is a premier residential mortgage lender helping families and individuals achieve their homeownership dreams. We distinguish ourselves from our competitors through honesty, integrity and the willingness to assure the complete satisfaction of every individual we serve.
The Golden Quarter Get your cash flowing this Q4 Back Market seller, $9 million turnover “It’s such a simple idea, but it’s made all the difference to my business.” Back Market seller, $9 million turnover On average, marketplace sellers wait 42 days fo...
Family First Federal Credit Union is a Rochester, NY-based company in the Financial Services sector.