Wealth Access Garners Over $3 Million in Funding
22 avr. 2014 20h00 HE
|
Wealth Access, Inc
NASHVILLE, Tenn., April 22, 2014 (GLOBE NEWSWIRE) -- Three-year-old Wealth Access has achieved notable financial relationships with several institutional investors, family offices and individuals,...
Wealth Access Announces Streamlined Estate Platform Version 3.0
16 avr. 2014 17h00 HE
|
Wealth Access, Inc
NASHVILLE, Tenn., April 16, 2014 (GLOBE NEWSWIRE) -- Ultra High Net Worth (UHNW) clientele of Wealth Access, with Estate Platform 2.0, had already removed the hassle of organizing complex,...
Advisor-Friendly, Client-Centric Wealth Access Prepares for Growth
07 avr. 2014 07h00 HE
|
Wealth Access, Inc
NASHVILLE, Tenn., April 7, 2014 (GLOBE NEWSWIRE) -- Wealth Access, Inc. a leading financial services technology company that allows individuals, advisors and family offices to intelligently manage...
Wealth Access Unveils New Wealth Access Version 2.0 Investment Management Platform at T3 Conference in Anaheim on February 11
11 févr. 2014 09h51 HE
|
Wealth Access, Inc
NASHVILLE, Tenn., Feb. 11, 2014 (GLOBE NEWSWIRE) -- Wealth Access, a software-as-a-service company that helps individuals, advisors and family offices better manage wealth, today announced the release...
Experienced Financial Services Executive Joins Wealth Access
19 mars 2013 21h27 HE
|
Wealth Access, Inc
NASHVILLE, Tenn., March 19, 2013 (GLOBE NEWSWIRE) -- Wealth Access, the financial software and services company that provides a simple and complete view of wealth to high net worth investors,...
Wealth Access Estate Platform Focuses the Picture for High Net Worth Investors and Family Offices
25 févr. 2013 10h10 HE
|
Wealth Access, Inc
NASHVILLE, Tenn., Feb. 25, 2013 (GLOBE NEWSWIRE) -- Compiling an accurate and up to date balance sheet is difficult for high net worth (HNW) investors who have holdings spread across multiple...
Wealth Access, Inc. Hires Brian Evans as Chief Marketing Officer to Accelerate Growth
15 oct. 2012 17h15 HE
|
Wealth Access, Inc
NASHVILLE, Tenn., Oct. 15, 2012 (GLOBE NEWSWIRE) -- Wealth Access, the software and services company that helps high net worth individuals and their advisors better understand and manage wealth, today...