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News Category: Industry News

FinTech Interview with David Benskin, Founder, and Chief Executive Officer of Wealth Access

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 […]

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Solutions
Who We Serve
Wealth Leaders
Reveal every asset to drive deeper growth
Technology Leaders
Accelerate digital transformation and AI readiness
How We Help
Data Unification
Transform fragmented data into a holistic view
Modern Client Experience
Offer personalized advice and reporting that scales
Connected Intelligence
Innovate and deploy new, data-driven services
Platform
Features
Powerful tools built for efficiency and clarity
Integrations & Deployment
Encompass existing platforms without replacing them
Results
Case Studies
Client Testimonials
Resources
The Connected View Blog
Connected insights for data-driven success
Company
About Us
News
Contact Us
Request Demo
Sign In