Wealth Access Company Profile

Background

Overview

Wealth Access, founded in 2011, is a Nashville-based enterprise specializing in customer data enrichment and unification for financial institutions. The company offers a platform that integrates and enriches data from various sources, enabling financial services firms to provide hyper-personalized client experiences. As of October 2021, Wealth Access managed over $571 billion in assets across more than 200 banks, trust companies, and wealth management firms.

Mission and Vision

Wealth Access aims to simplify the complexities of financial data management, allowing institutions to deliver comprehensive and actionable insights to their clients. The company's vision is to empower financial institutions to transform their clients' financial lives through unified and enriched data.

Industry Significance

In the rapidly evolving financial services sector, Wealth Access plays a crucial role by addressing the challenges of data fragmentation. Its solutions enable firms to consolidate disparate data sources, leading to improved decision-making and enhanced client relationships.

Key Strategic Focus

Core Objectives

Data Unification: Integrate diverse data sources to create a cohesive financial picture for clients.

Client Experience Enhancement: Provide tools that enable financial institutions to offer personalized and proactive services.

Operational Efficiency: Streamline data management processes to reduce costs and improve service delivery.

Areas of Specialization

Customer Data Enrichment: Enhancing existing data with additional insights to provide a more comprehensive view.

Financial Data Aggregation: Consolidating financial information from multiple institutions into a single platform.

Client Portal Solutions: Developing user-friendly interfaces for clients to access their financial information.

Key Technologies Utilized

Open API Architecture: Facilitates seamless integration with various financial systems.

Proactive Analytics Engine: Delivers actionable insights by analyzing unified data sets.

Digital Document Vault: Provides secure storage and management of financial documents.

Primary Markets Targeted

Banks and Credit Unions: Enhancing digital banking experiences and client engagement.

Wealth Management Firms: Improving client relationship management and service personalization.

Trust Companies: Streamlining data management for fiduciary responsibilities.

Financials and Funding

Funding History

Wealth Access has undergone multiple funding rounds to support its growth and technological advancements. Specific details regarding total funds raised and notable investors are not publicly disclosed.

Utilization of Capital

The capital raised has been directed towards:

Product Development: Enhancing platform capabilities and introducing new features.

Market Expansion: Broadening the company's reach within the financial services industry.

Operational Scaling: Investing in infrastructure to support a growing client base.

Pipeline Development

Key Pipeline Candidates

Wealth Access continually refines its platform to meet the evolving needs of the financial services industry. While specific pipeline candidates are not publicly detailed, the company's focus remains on:

Advanced Data Analytics: Implementing machine learning algorithms for deeper insights.

Enhanced Integration Capabilities: Expanding compatibility with a broader range of financial systems.

Client Experience Innovations: Developing features that further personalize client interactions.

Technological Platform and Innovation

Proprietary Technologies

Integration Hub: A central system that unifies data from various sources, creating a comprehensive financial overview.

Living Balance Sheets: Dynamic financial statements that provide real-time insights into a client's financial status.

Significant Scientific Methods

Data Enrichment Algorithms: Techniques that enhance existing data with additional context and insights.

Predictive Analytics Models: Tools that forecast financial trends and client behaviors to inform decision-making.

Leadership Team

David Benskin – Founder & CEO

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.

Jeff Bloedorn – Chief Client Officer

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.

James Elwood – Chief Technology Officer

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.

Victoria Lubnik – Executive Vice President of Growth Strategies

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.

Andy Zinn – Chief Innovation Officer

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.

Melissa Jackson – Director of Marketing

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 – Vice President of Sales

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.

Trevor Hunt – Vice President of Product

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.

Leadership Changes

In recent years, Wealth Access has seen significant additions to its leadership team:

Trevor Shannon joined as Vice President of Sales in October 2025.

Craig Walling joined the Board of Directors in March 2025.

Market Insights and Competitor Analysis

The financial services industry is experiencing rapid digital transformation, with institutions seeking solutions to unify and enrich client data. This trend is driven by the need for personalized client experiences and operational efficiency.

Wealth Access operates in a competitive landscape with several key players:

Private Client Resources LLC: Specializes in financial data aggregation and reporting solutions.

Salesvue: Offers sales engagement and analytics platforms tailored for financial services.

Albridge: Provides data aggregation and reporting services for financial institutions.

Strategic Collaborations and Operational Insights

Wealth Access has formed strategic alliances to enhance its service offerings:

Cetera Financial Group: In February 2024, Wealth Access partnered with Cetera to integrate brokerage, trust, and digital banking data, providing a comprehensive financial overview for clients.

Wealth Access differentiates itself through its open API architecture, allowing seamless integration with various financial systems. This flexibility enables institutions to enhance their existing platforms without significant overhauls.