About Wealth Access

We love solving complicated problems. And that’s a good thing, because in finance there are a lot of them.

In 2011 we opened our doors with a singular mission: Make it easy for financial institutions to access the information they need to help transform their clients’ lives.

In the years that have followed, we have worked with financial institutions of all sizes and backgrounds, including community and regional banks, trusts and wealth advisory firms, intuitively unifying their customer data to uncover clear, consistent, and complete stories. Our platform intelligently integrates data living in existing books and records throughout an organization, rendering remarkable customer insights via a real-time digital dashboard. Our combination of forward-thinking technology and service-oriented support has made us one of the fastest growing customer insights platforms in America.

Our Values

Listen, Learn, Then Lead

We ask thoughtful questions to gain clear understanding before we act, then take the initiative to
confidently move forward.

Focus on the Person

Every experience we help create has real people, leading real lives, on the other side.
Understanding them first creates mutual success.

Delight in Collaboration

Freedom and clarity come through candor and diverse perspectives. Enjoying work with others
creates lasting relationships and market-defining solutions.

Management Team

David Benskin

Founder & CEO

Formerly First Vice President – Investments in Global Wealth Management Group of Merrill Lynch, David was previously a partner of a Private Banking and Investments Group team, then later launched his own practice at Merrill Lynch providing wealth management advice to high net worth families.

Jeff Bloedorn

Jeff Bloedorn

Chief Revenue Officer

Fintech business development executive with 30 years of experience in planning, designing, developing and applying technology-enabled business solutions to the wealth management and trust industry. Prior to joining Wealth Access Jeff was in Strategy and Business Development at FIS.

James Elwood

Chief Technology Officer

Having spent four years as the Director of Software Engineering at Jack Henry and more than a decade as CTO with Geezeo, James has an extensive technical background in Software Engineering, Data Engineering and Machine Learning and successfully managed teams of scale, demonstrating strong leadership skills.

Victoria Lubnik

Vice President of Business Development

An industry veteran in the banking and wealth management space, Victoria spent 18 years at Fiserv, most recently as Director of Advisory Services. Her experience allows her to advise Wealth Access customers on growth through the combination of technology, product, and business consulting.

Brandi Zinn

Director of Product & Delivery

An experienced financial services technology and product manager with focus on wealth management. Brandi’s data-driven experience, and direct customer feedback defines the wealth product vision and strategic roadmap. Brandi collaborates across departmental lines through the product development lifecycle.


Want to join the Wealth Access team? View our current open positions below and click on any to view details and apply.

An Award-Winning Platform—Over and Over Again






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