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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.
Federal Reserve Boston Employees Federal Credit Union is a Boston, MA-based company in the Financial Services sector.
Retirement Plan Svc Co is a Atlanta, GA-based company in the Financial Services sector.
SagePoint Financial, Inc. is one of the nation`s largest broker-dealers with over $25 billion in total account assets and nearly 1,700 affiliated independent financial advisors. Founded over 40 years ago and headquartered in Phoenix, SagePoint supports independent financial advisors with the industry`s leading open architecture platform, robust technology offerings and one of the largest advisory services teams in the industry.
Sterling Risk Advisors Inc is one of the leading providers in Financial Services. It is based in Elmira, NY. To find more information about Sterling Risk Advisors Inc, please visit www.sterlingriskadvisors.com