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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.
The Community Foundation of Greater Des Moines is a public foundation that promotes charitable giving and community leadership to improve the quality of life in Greater Des Moines.
Round up daily spending into a diverse cryptocurrency portfolio. Providing the technology to purchase cryptocurrency to the general public. Cryptocurrency - no longer a privilege reserved solely for the tech-savvy.
OnPoint Community Credit Union had modest beginnings in 1932: just 16 members and a total investment of $36. But, how we became the largest community-owned financial institution in Oregon, branching into Southwest Washington, is no accident. Our team is dedicated to making our members` financial dreams a reality. At OnPoint, we constantly strive to deliver the smartest value, the most thorough and personalized service, and direct no-nonsense financial solutions that benefit our members. With over 465,000 loyal members and $9.0 billion in assets, our Credit Union has been improving the lives of our members and the communities we serve for over 85 years. We look forward to building on our legacy of service and making dreams come true for many generations to come.
In today`s competitive world, it takes unparalleled service, advanced technology, and financial expertise to become and remain the leader in corporate foreign exchange. We combine our past years of experience with the present needs of our clients to provide solutions through competitive exchange rates and a host of tailored international financial solutions.