CLOs on the Move

Wealth Access

www.wealthaccess.com

 
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, ...
  • Number of Employees: 0-25
  • Annual Revenue: $0-1 Million

Executives

Name Title Contact Details

Similar Companies

CoinSmart

CoinSmart simplifies the complex world of cryptocurrencies. We work around the clock to provide you a best in class service where you can buy, sell and learn about the ever evolving world of cryptocurrencies. We’re here to help you every step of the way, 24/7. Join CoinSmart today: The Smart Way To Do Crypto! Simple The one-stop shop for your crypto portfolio: buy, sell & track. Security is #1 Rest easy with our enterprise-grade cold storage: we have your back Canadian Canadian founders. Canadian company. Canadian operations.

Barter Network

Barter Network Ltd. is a North York, ON-based company in the Financial Services sector.

Worldfirst

Here at World First we offer both private individuals and businesses great exchange rates and exceptional service when making international payments. The success and growth of our award-winning company is based on putting our clients first, and since Nick Robinson and Jonathan Quin founded World First in the UK in 2004, we have grown quickly to become a global company with offices in Australia, Singapore, Hong Kong and the USA – with plans for many more in the pipeline!

Murphy Lomon And Associates

Murphy Lomon And Associates is a Des Plaines, IL-based company in the Financial Services sector.

FINCA Haiti S.A.