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
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
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
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
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.
Andy Zinn
An experienced wealth management, operations, IT executive, Andy spearheads innovation across all product lines as well as the overall company operations, ensuring the successful execution of Wealth Access’ business and growth plan.
Melissa Jackson
With a passion for go-to-market strategy, product marketing, and customer engagement, Melissa blends strategic storytelling with technical expertise to empower financial institutions with the right technology.
Careers
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
