Wealth Access, Inc. Information

View Top Employees from Wealth Access, Inc.

Wealth Access doesn’t just deliver technology—we’re transforming the future of wealth management. As the leading provider of wealth data technology, we empower financial institutions of all sizes to unlock the full potential of their wealth management services. Our solutions—One Wealth, One Bank, One Data, powered by the Integration Hub—centralize financial data across trust, brokerage, retirement, and banking, to drive growth, create new revenue streams, and enhance digital banking experiences. Our mission is driven by a forward-thinking community of banking leaders who are helping us shape the future of wealth management in today’s challenging economic environment. Join us as we pioneer the future where wealth is critical to success. #Fintech #WealthManagement #BankingInnovation

Website	http://wealthaccess.com/
Revenue	$13.8 million
Employees	65 (57 on RocketReach)
Founded	2011
Address	222 2ND AVE S STE 1620, Nashville, Tennessee 37201, US
Phone	+1 915-810-8347
Technologies	JavaScript , HTML , PHP +52 more (view full list)
Industry	Finance, Software Development, Finance General, Financial Services, Investment Reporting, FinTech, Multiple Mobile Platform Compatibility, Advisor Collaboration, Family Office, Trust, RIA, Wealth Management
Web Rank	5 Million
Keywords	Wealth Management Technology, Financial Data Platform, Wealthtech Solutions, Digital Wealth Management, Financial Technology, Portfolio Management Software, Financial Planning Tools, Investment Management Platform, Client Portal Software, Financial Advisor Technology, Reporting And Analytics, Investment Technology Platform, Digital Advice Platform, Financial Data Aggregation, Wealth Management Software
Competitors	SS&C Advent, eMoney Advisor, RightCapital, Wealthbox, Snappy Kraken, Riskalyze, AdvicePay, Advizr, PlanPlus Online, ClientWhys, Inc. +32 more (view full list)
SIC	SIC Code 73 Companies, SIC Code 737 Companies
NAICS	NAICS Code 541 Companies, NAICS Code 5121 Companies, NAICS Code 512 Companies, NAICS Code 51211 Companies, NAICS Code 512110 Companies, NAICS Code 54 Companies, NAICS Code 51 Companies

Wealth Access, Inc. Questions

What is the annual revenue of Wealth Access, Inc.?

The Wealth Access, Inc. annual revenue was $13.8 million in 2026.

Who is the Founder and CEO of Wealth Access, Inc.?

David Benskin is the Founder and CEO of Wealth Access, Inc..

How many people are employed at Wealth Access, Inc.?

57 people are employed at Wealth Access, Inc..

Where is Wealth Access, Inc. based?

Wealth Access, Inc. is based in Nashville, Tennessee.

What is the NAICS code for Wealth Access, Inc.?

The NAICS codes for Wealth Access, Inc. are [541, 5121, 512, 51211, 512110, 54, 51].

What is the SIC code for Wealth Access, Inc.?

The SIC codes for Wealth Access, Inc. are [73, 737].

Top Wealth Access, Inc. Employees

David Benskin

Founder and CEO at Wealth Access, Inc.

Nashville, TN, US
2
- wealthaccess.com
- gmail.com
4
- +1 615-298-XXXX
- +1 615-500-XXXX
- +1 615-516-XXXX
- +1 615-810-XXXX
Jeff Bloedorn

President, Strategic Accounts at Wealth Access, Inc.

Milwaukee, WI, US
2
- wealthaccess.com
- gmail.com
5+
- +1 262-385-XXXX
- +1 727-556-XXXX
- +1 414-365-XXXX
- +1 920-458-XXXX
- +1 262-745-XXXX
- +1 629-203-XXXX
James Elwood

Chief Technology Officer at Wealth Access, Inc.

Windsor, CT, US
2
- gmail.com
- wealthaccess.com
5+
- +1 860-212-XXXX
- +1 447-465-XXXX
- +44 7465 42XXXX
- +1 781-817-XXXX
- +1 617-314-XXXX
- +1 860-375-XXXX
Andy Zinn

Chief Innovation Officer at Wealth Access, Inc.

Nashville, TN, US
2
- wealthaccess.com
- gmail.com
3
- +1 615-301-XXXX
- +1 914-694-XXXX
- +1 615-579-XXXX
Trevor Hunt

VP of Product at Wealth Access, Inc.

Nashville, TN, US
2
- gmail.com
- wealthaccess.com
4
- +1 615-512-XXXX
- +1 615-834-XXXX
- +1 818-277-XXXX
- +1 423-753-XXXX
Trevor Shannon

VP of Sales at Wealth Access, Inc.

Nashville, TN, US
1
- wealthaccess.com
4
- +1 585-244-XXXX
- +1 310-912-XXXX
- +1 585-415-XXXX
- +1 952-808-XXXX
Victoria Lubnik

Executive Vice President, Growth Strategies at Wealth Access, Inc.

Nashville, TN, US
1
- wealthaccess.com
2
- +1 312-669-XXXX
- +1 615-497-XXXX
Elizabeth Tarnow

Vice President of Finance at Wealth Access, Inc.

Nashville, TN, US
2
- wealthaccess.com
- gmail.com
1
- +1 816-289-XXXX
Melissa Jackson

Chief of Staff and Marketing Director at Wealth Access, Inc.

Charlotte, NC, US
4
- thelumenseffect.com
- wealthaccess.com
- aol.com
- hotmail.com
5+
- +1 718-731-XXXX
- +1 866-599-XXXX
- +1 718-716-XXXX
- +1 646-245-XXXX
- +1 615-514-XXXX
- +1 253-864-XXXX
Kelley Griggs

Product Marketing Manager at Wealth Access, Inc.

Nashville, TN, US
3
- gmail.com
- britepeer.com
- wealthaccess.com
2
- +1 502-316-XXXX
- +1 502-867-XXXX