| 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.
Acadian Asset Management LLC is one of the leading providers in Financial Services. It is based in Palo Alto, CA. To find more information about Acadian Asset Management LLC, please visit www.acadian-asset.com
Techinfocus is a Lutherville Timonium, MD-based company in the Financial Services sector.
Colorado West Financial Services is a Grand Junction, CO-based company in the Financial Services sector.
Low rates, convenient locations, ATMs near you, and service beyond compare. At Ascend, you get all the benefits of banking – without the hassle of a big bank.