FintechBuzz, July 18, 2023, by David Benskin
David, what inspired you to pursue a career in the intersection of finance and technology, and how did your personal and professional experiences shape your interest in this field?
Prior to forming Wealth Access, I spent more than 12 years with Merrill Lynch Wealth Management. While there, I realized that we were missing the tools that would enable customers to easily see their assets and communicate with their advisors. My high-net-worth clients struggled to understand their holdings because their 401ks, brokerage accounts, debt and mortgages all existed in virtually different account universes. This led me to the realization that there had to be a better way to manage customer assets in a more seamless way, so I decided to explore ideas and built an all-encompassing dashboard that has evolved as Wealth Access.
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