DOSSIER · UPDATED 18 NOV 2025

Wealth Access

Wealth Access, Inc. owns and operates an online platform for high net worth individuals and their advisors to manage wealth. The Company provides an updated balance sheet view of detailed assets and liabilities. Wealth Access serves…

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Founded: 2011
Headcount: 43
Open roles: 0
Last raised: Series B · $2M

SECTION I · THE BRIEF

Inside Wealth Access

Brief #35732Updated 18 NOV 2025NASHVILLEFINANCIAL TECHNOLOGY COMPANIESSERIES B

Employbl Dossier

Wealth Access

Founded: 2011
Headcount: 43
Open roles: 0
Last raised: Series B · $2M

Section II · Premium ProfileMembers only

01Engineering interview process at Wealth AccessLocked
02Tech stack & infrastructure choicesLocked
03Culture & day-to-day work styleLocked
04Why join now vs. 6 months from nowLocked
05Hiring focus & open headcount by teamLocked
06Comp philosophy and band contextLocked

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LEADERSHIP

Founders & key people

David Benskin

CEO at Wealth Access

Wealth AccessMerrill LynchUniversity of TennesseeThe Wharton School

OPEN ROLES

Hiring at Wealth Access

No open roles listed right now. Check back soon or search all jobs →

FUNDING

Capital raised

Total Amount Raised: $7,989,808

Wealth Access Funding Rounds

Series B
$1,800,000
Mar 27, 2019
Series B
$1,800,000
Mar 26, 2019
Series Unknown
$1,499,831
Sep 23, 2015
Series Unknown
$1,499,831
Sep 22, 2015
Series A
$3,000,000
Apr 24, 2014
Series A
$3,000,000
Apr 23, 2014
Series A Investors
Council & Enhanced Tennessee Fund
Cultivation Capital
SixThirty
Series A
$1,489,977
Feb 11, 2014
Series A
$1,489,977
Feb 10, 2014
Series A Investors
Joe Maxwell
Council & Enhanced Tennessee Fund
Debt Financing
$200,000
Oct 15, 2012
Debt Financing
$200,000
Oct 14, 2012