| Name | Title | Contact Details |
|---|
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.
Headquartered in Chicago and founded in 1935, Alliant Credit Union is one of the 10 largest credit unions in the U.S. with more than 620,000 members nationwide and about $15 billion in assets. As a digital credit union, Alliant`s mission is to provide members consistently superior financial value while simplifying and enabling how people save, borrow and pay.
HLP Group is a Laval, QC-based company in the Financial Services sector.
Charles St Comm Federal Cu is a Marion, IN-based company in the Financial Services sector.
AlpineX is a company that acquires, builds, and operates asset light services companies with durable customer value propositions, high quality revenue, and attractive end markets. They are backed by Alpine Investors and provide the optimal home for fou...