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Wealth Access

Wealth Access offers wealth management professionals and their clients a intuitive solution for better collaborating to manage wealth.

  • Stage Not Set
  • Industry Software
  • Location Nashville, TN, USA
  • Currency USD

Company Summary

Wealth Access provides wealth advisors, HNW individuals and family offices a simple, intuitive and clear view of wealth. Our financial services software platform simplifies complicated balance sheets across multiple financial institutions and asset classes. In addition, Wealth Access allows for clearer communication amongst advisors and their most important clients, focusing specifically on the individual’s right to own his or her information.


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    David Benskin

    Former Financial Advisor at Merrill Lynch, founded Wealth Access two years ago to solve the problems he and his clients experiences.