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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.
National Council on Compensation Insurance, Inc. is the oldest and largest provider of workers compensation and employee injury data and statistics in the nation.
Kingdon Capital is one of the leading providers in Financial Services. It is based in Saint Ignatius, MT. To find more information about Kingdon Capital, please visit www.kcmc.com
First Avenue Advisors is a Richmond, VA-based company in the Financial Services sector.
Secure Investors Group, Inc. is a dynamic, holistic financial planning firm offering investments, financial planning, insurance, mortgages, and tax planning through our member organizations. Our expertise is in helping clients anticipate, evaluate and successfully resolve financial and legacy planning challenges in an increasingly complex legal, regulatory and economic landscape. We offer you a wide range of both legacy building and risk-management strategies and provide a diverse offering of insurance products, including property and casualty insurance, health insurance, long-term care insurance, life insurance, and fixed annuities. As a financial services leader with a presence in the northern United States, we continue to expand our business and network of financial professionals. We are continuously looking for dedicated, talented people who are highly motivated and seeking personal and professional satisfaction with an industry leader. We make a difference by serving our clients with small teams motivated by aligned incentives and a heritage of getting results. Our model delivers responsive service and insights with a high degree of confidence.