Axxcess integrates third party investment managers alongside real estate, private equity, and hedged investments to create a unique UMA/TAMP Platform to transform your Wealth Management practice.
Our platform is built for the experienced Advisor looking to improve its current RIA Platform, or as an operational solution for a high caliber professional thinking of going independent and seeking a seamless transition.
Company Details
- Employees
- 7
- Founded
- 2014
- Address
- 6005 Hidden Valley Road Suite 290, Carlsbad,california 92011,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://axxcessplatform.com/
- Keywords
- TAMP, RIA, Axxcess Portal, Axxcess Platform.
- HQ
- Carlsbad, California
Axxcess Platform Questions
Axxcess Platform's website is https://axxcessplatform.com/
Axxcess Platform's LinkedIn profile is https://www.linkedin.com/company/axxcess-platform
Axxcess Platform has
7 employees.
View email and phone details for 7
employees at Axxcess Platform.
Axxcess Platform's industry is
Financial Services
Axxcess Platform's top competitors are
Axxcess Wealth Management,
El Pollo Loco, Inc.,
Eversource Wealth Advisors®,
Absolute Capital Management, Llc,
Flexible Plan Investments, Ltd.,
Entrust Wealth Advisors,
Aptus Capital Advisors,
Capital Global, Inc.,
Spellman Performance,
Dt Investment Partners, Llc.
Axxcess Platform's categories are Financial Services
Axxcess Platform's founding year is 2014
