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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.
FTSE Group is one of the leading companies in the Financial Services sector.
Wealth Masters International Incorporated in 2005 and based in Sugar Land, Texas, Wealth Masters International is one of the world's fastest growing financial education and entrepreneurial resource companies. Promoting Wealth, Health and Wisdom, WMI serves a growing community of members and consultants with operations in the US and 147 countries.
Sausalito-based Breakaway Funding (www.breakawayfunding.com) is a pioneer in the Community Capital Marketplace (CCM), uniting traditional financing with equity crowdfunding to propel innovation, job creation and new opportunities for investors. Employing securities-based crowdfunding platform, Breakaway allows local businesses access to capital and flexible financing to meet their on-going capital needs by helping them to reach potential investors, including community financial institutions.
DMG is an environmentally friendly vertically integrated blockchain and cryptocurrency company that manages, operates, and develops end-to-end digital solutions to monetize the blockchain ecosystem. DMG`s sustainable businesses are segmented into two business lines under the Core and Core+ strategies and unified through DMG`s vertical integration.