Wealth Access is an innovative wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community.

Software

Wealth Access

Wealth Access' headquarters in Nashville, TN, United States

David Benskin

Victoria Lubnik

Brandi Zinn

Jeff Bloedorn

The Leadership Team at Wealth Access is responsible for setting the strategic direction and vision of the company, ensuring that innovative solutions meet the needs of high net worth advisors and investors. Comprising key executives, this team collaborates to drive growth, enhance technology offerings, and strengthen market presence while fostering a culture of excellence and innovation.

Leadership Team

The Software Development team at Wealth Access designs, develops, and maintains the company's advanced wealth management reporting solutions. Team members collaborate to implement robust, scalable software, ensure quality through rigorous testing, and continuously integrate new features to meet the evolving needs of high net worth advisors and investors.

Wealth Access

Org chart

Teams

Leadership Team

Software Development

Offices

Wealth Access

Org chart

Teams

Leadership Team

Software Development

Offices

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