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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.
CU Electronic Transaction Services (CUETS) is a Regina, SK-based company in the Financial Services sector.
Broward Adjustment Services, Inc. is a Fort Lauderdale, FL-based company in the Financial Services sector.
Legion Capital (Ticker Symbol: LGCP) is a publicly traded FinTech enabled private equity lender focused on specialized lending to real estate developers, business owners, and entrepreneurs. We provide bridge funding, acquisition, development and growth capital to companies and projects in targeted industries. Legion also takes equity ownership in select companies and projects.
Lukka is a team of top-performing data experts that are transforming post-trade blockchain data into easy-to-use information for business operations. Lukka is the first back-office crypto-focused technology company to receive AICPA SOC 1 Type 2 and SOC 2 Type 2 certifications. Lukka has built software for managing crypto assets that is built on infrastructure made for the complexities of an ecosystem consisting of thousands of blockchains.