David Benskin

Founder & CEO, Wealth Access, Inc.

David Benskin is the Founder and CEO of Wealth Access, Inc., an SaaS company that helps high net worth individuals and their advisors better manage wealth. Formerly a First Vice President and partner on a Merrill Lynch Private Banking and Investments team, David spent over thirteen years with the company. David had seen software come and go, but nothing helped him or his clients gain a holistic view and make better, more collaborative decisions. Wealth Access is the only software designed for Wealth Management Professionals and their clients to collaborate in real-time.


Appearances