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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.
Founded in 2017, Hometap is a Boston-based fintech company on a mission to make homeownership less stressful and more accessible. Starting with its industry-leading home equity investment product, the company has helped nearly 8,000 homeowners across the U.S. access their home equity without having to take out a loan or sell their home. Hometap continues to expand its suite of innovative financial products and services, developing a digital platform designed to help homeowners at every stage of their homeownership journey make more informed financial decisions about their home — and take action on those decisions — with confidence, speed, and ease.
Stultz Financial is a Newport Beach, CA-based company in the Financial Services sector.
iCreditWorks offers a simple, seamless, and secure mobile loan application process. We`ll help you make smart and responsible financial decisions form start to finish. Simply accept your loan offer and we`ll fund your dentist when your treatment begins