| Name | Title | Contact Details | 
|---|---|---|
| Majorie Winters | General Counsel | Profile | 
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.
Metrum Community Credit Union is a Englewood, CO-based company in the Financial Services sector.
Turan Corp is a Boston, MA-based company in the Financial Services sector.
Acadia Trust is a Portland, ME-based company in the Financial Services sector.
When people reach for their phones` use laptops` or grab their tablets` Afni`s contact center teams are there to provide prompt and friendly help. That's Afni. We're a global team of people who love helping companies develop meaningful and profitable relationships with customers. In 1936` we got our start in Bloomington` Illinois as a consumer collections agency. Today` we`re so much more. Our channel strategies and customer lifecycle solutions give our clients ways to connect with their customers for many reasons` using their customers' channels of choice.