CLOs on the Move

WTAS LLC

www.wtas.com

 
WTAS LLC provides tax and financial advisory services. The company offers compliance, accounting, fiduciary consulting, and tax and estate planning services. Additionally, WTAS provides valuation, due diligence, real estate investment and mergers and acquisition advisory, liquidity event planning, reorganizing, and investment consulting services. The company, formerly known as Wealth and Tax Advisory Services, Inc., is headquartered in San Francisco, California. It has additional offices in Columbia, Maryland; Boston, Massachusetts; Chicago, Illinois; Old Greenwich, Connecticut; Mechanicsburg and Fort Washington, Pennsylvania; Los Angeles, San Francisco, and East Palo Alto, California; Madison, New Jersey; McLean, Virginia; New York, New York; Seattle, Washington; and ...
  • Number of Employees: 250-1000
  • Annual Revenue: $500M-1 Billion
  • www.wtas.com
  • 100 First Street Suite 1600
    San Francisco, CA USA 94105
  • Phone: 415.764.2700

Executives

Name Title Contact Details

Similar Companies

Watercress Financial

Watercress Financial is a company that provides home improvement financing options for contractors and homeowners. Their platform combines world class technology and exceptional service to help their business partners thrive.

BlackGen Capital

BlackGen Capital is a 100% minority owned and operated investment fund and a 501(c)(3) organization that provides underrepresented students with a pipeline to the financial services industry.

Lauderdale County Teachers Cu

Lauderdale County Teachers Cu is a Florence, AL-based company in the Financial Services sector.

New Hampshire Retirement System

New Hampshire Retirement System is a Concord, NH-based company in the Financial Services sector.

Temenos USA

Temenos Group AG (SIX: TEM), headquartered in Geneva, is a market leading software provider, partnering with banks and other financial institutions to transform their businesses and stay ahead of a changing marketplace.