Wealth Access
Wealth Access

Wealth Access Information

Contact top employees from Wealth Access

Summary

Wealth Access is a private company that has been in the industry for 15 years. The company currently specializes in the Computer Software area. The position of the Founder & CEO is occupied by David Benskin. Its headquarters is located at Nashville, Tennessee, USA. The number of employees ranges from 1 to 25. The annual revenue of Wealth Access varies between 5.0M and 25M. Total funding of the company - $6.3M. To connect with Wealth Access employee register on SignalHire.

Organization Website

wealthaccess.com

Social Links

facebooklinkedIntwitter

Phone Number

(615)-810-8347

Industries

Headquarters Location

222 2ND AVE S, NASHVILLE, TN, 37201 US

Employees Size

10-50 employees

Specialties

Finance, Investment Reporting, Multiple Mobile Platform Compatibility, Trust, RIA, Wealth Management, Aggregation, Personal Financial Management, API, WealthTech, Banks, Financial Technology, Digital Experience, Digital Warehouse, Consumer Bank Experience, Commercial Bank Experience, Data, Digital Banking

SIC Code

6199

DMA Code

Nashville Metropolitan Area

Founded

2011

Estimated Annual Revenue

$5.0M - 25M

Operating Status

Independent Company

Competitors

Founded
Type
Employees
Revenue
Funding
2012Partnership 25 - 100 15.7M $203.1M
2013Public
Company
25 - 100 4.4M $3.9M
2002Privately
Held
100 - 250 20M $0
1999Privately
Held
25 - 100 9.5M $0

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at Wealth Access shows a diverse range of experience levels:
24% have been with the company for less than 1 year8% for 1–2 years12% for 3–4 years24% for 5–7 years12% for 8–10 years20% have over 11 years of service at Wealth Access
Ex-employees positions
In Company
In New Company
Contact top employees from Wealth Access
Victoria Lubnik
Executive Vice President, Growth Strategies
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David Benskin
Founder & CEO
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Robert Rzeznik
Sr. Front End Engineer
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Caio Brandao
Software Engineer
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Stevie Rae Stephens
Executive Assistant to Chief Executive Officer
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Jordan Smith
Client Success Associate
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Bradley Gower
Senior Software Engineer
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Bethany Guenther
Product Manager
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Laura Niewoehner
Business Analyst
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Andy Zinn
Chief Innovation Officer
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Jeff Bloedorn
Chief Client Officer
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Dennis Bullock
Director of Support Reliability Engineering
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Courtney Barrett
Inside Sales Representative
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Melody Barker
Associate Software Developer
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Marcus Andrew Cipriaso
.NET Developer / Java Developer
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Melissa Berg
Sales Engineer
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Jayson Estabillo
Quality Assurance
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Jesse Holmes
Client Success Team Lead
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Chris Kung
Product Marketing Manager
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Caren Braun
Receptionist/ Admin
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Jack Holway
Account Manager
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Jeff Taylor
Data Architect
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Thomas Hastings
Staff Accountant
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Mark Josef
Staff Architect
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Carlene Sy
Mandarin Helpdesk
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Graham Ragsdale
Business Development
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FAQ

Wealth Access operates in the Software Development industries. More details can be found on the official website: wealthaccess.com.
The headquarters of Wealth Access are located in NASHVILLE, United States.
The current CEO of Wealth Access is David Benskin
You can contact Wealth Access by phone at (615)-810-8347.
Wealth Access currently employs 10-50 people.
Wealth Access's revenue is approximately 5M.
Well-known competitors of Wealth Access include Cultivation Capital, Salesvue, PCR Financial Aggregation and BNY Mellon | Albridge.

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