Wealth Access was born from a gap in the market and a belief that data should bring people closer, not keep them apart. This is the story behind that belief.
Highly Commended for Best Bank & Fintech Partnership and Tech of the Future
Award-winner in 2015, 2016, 2017, 2019, 2020 and 2023 with “Best Client Portal”
Finalist for “Financial Services Market Mover” in 2023
We help financial institutions turn fragmented information into clarity—empowering their people to see, serve, and grow through deeper connection and understanding.
We promise to connect what matters—people, data, and purpose—so every relationship begins with understanding, builds on trust, and grows stronger over time.
After more than a decade at Merrill Lynch Wealth Management, our founder and CEO David Benskin kept asking the same question: why can’t my clients see their own wealth?
There weren’t any tools that would allow David or his clients to show every asset and holding in a comprehensive way. Everything lived in separate systems and data siloes that couldn’t connect to each other. It was as if they existed in “virtually different account universes.” David launched the initial idea for Wealth Access as a tool for independent advisors—and quickly realized the market was hungry for an enterprise-grade platform to unify data.
Today, Wealth Access has built a Connected Intelligence Platform that does more than aggregate clients’ accounts. We act as the foundational data layer allowing financial institutions and wealth firms to encompass entire data universes without replacing core infrastructure or undergoing costly migrations.
We connect data and people—empowering financial institutions to See As One and deliver clearer, more connected, and more human experiences across their data ecosystem.
Since our founding in Nashville, TN in 2011, Wealth Access has grown to serve more than 60 financial institutions and employ a team of 40+ people who are passionate about finance, technology, and connection.
"Connection turns information into understanding—and understanding into impact."
CEO David Benskin
Values are easy to list, but harder to live. These are the ones we come back to every day to guide how we build, decide, and—most importantly—serve.
We pursue understanding—making the complex simple and the unseen visible.
We unite people, data, and purpose—believing intelligence begins when we see as one.
We design with empathy—creating technology that strengthens human connection.
We move with curiosity and purpose—helping institutions grow with clarity and confidence.
We act with honesty, transparency, and intention—honoring the trust placed in us.
Digital transformation leaders and wealth leaders face different challenges—but they both need unified data to succeed. We serve both.
AI, personalization, automation—your roadmap is only as strong as your data foundation. We create the unified, AI-ready layer your initiatives are waiting on.
When you can see everything a client owns—even assets you don't manage—you become the advisor they can't live without. 360° visibility, that's what we deliver.
With decades of experience across wealth management, banking technology, and enterprise data, we are united by a belief that connected data changes everything.
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.
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
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.
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.
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.
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.
Trevor Shannon draws on more than ten years in fintech to help drive growth and strengthen client relationships. His experience at Topkey, Built Technologies, and FactSet gives him a deep understanding of both finance and technology.
Bringing over 20 years of leadership experience spanning military intelligence and fintech innovation, Trevor has proven success in driving product growth, launching fintech platforms, and leading high-performing teams.
Whether you're focused on growth, efficiency, or AI readiness, it starts with connected data. Schedule a demo, and let's talk about where you're headed.
We’re rolling out a refreshed brand—same platform, same data, same trusted experience.
