Wealth Access
Nashville, US · Founded 2012 · Delaware corporation · 2 known investors
Find your way into Wealth Access
250 people in our graph share verified history with the Wealth Access team — schools, employers, funds. One of them is your warm intro.
Anthony Linunlockedknows David Benskin · together at Merrill Lynch Wealth Management (overlapped)
×5knows the team · via Merrill Lynch Wealth Management
×6knows the team · via University of Tennessee, Knoxville
Founders & leadership
Wealth Access was founded in 2012 by David Benskin.
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David BenskininChief Executive OfficerDavid Benskin is Chief Executive Officer of Wealth Access, which provides a data integration platform for banks and wealth management firms that consolidates banking, investment, and trust data.
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Brian SemitekolChief Financial Officer
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Ken ColsonChief Information Officer
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Chris McGanityChief Operations Officer
Board
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DeWitt C. Thompson, VBoard director
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Lucius Burch, IVBoard director
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Alvi AbuafBoard director
Investors · 2
Reported raises · per SEC filings
Form D private placements$3M disclosed across 2 rounds · 2014–2015
▶$1.5MraisedSep 2015 · 20 investors · Other TechnologyRule 506(b)
▶$1.5MraisedSep 2015 · 20 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- DeWitt C. Thompson, VDirector
- David BenskinExecutive Officer, Director
- Lucius Burch, IVDirector
- Alvi AbuafDirector
- Brian SemitekolExecutive Officer
- Joseph E. MaxwellDirector
- Ken ColsonExecutive Officer
- Rick HoltonDirector
- Chris HaleyDirector
- Offering amount
- $1.5M
- Amount sold
- $1.5M
- First sale
- Jun 2015
- Incorporated
- Corporation, Delaware, 2012
- Federal exemptions
- 06b
▶$1.5MraisedFeb 2014 · 19 investors · Other TechnologyRule 506(b)
▶$1.5MraisedFeb 2014 · 19 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Lucius Burch IVDirector
- Joseph E. MaxwellDirector
- DeWitt C. Thompson VDirector
- Chris McGanityExecutive Officer
- Alvi AbuafDirector
- David BenskinExecutive Officer, Director
- Offering amount
- $2.5M
- Amount sold
- $1.5M
- Minimum investment
- $20K
- First sale
- Jan 2014
- Incorporated
- Corporation, Delaware, 2012
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
In the news
Frequently asked questions
- Who founded Wealth Access?
- Wealth Access was founded by David Benskin in 2012.
- Who are Wealth Access's investors?
- Wealth Access's investors include Cultivation Capital, FINTOP Capital.
- How much funding has Wealth Access raised?
- Wealth Access has disclosed $3M raised across 2 rounds.
- Where is Wealth Access headquartered?
- Wealth Access is headquartered in Nashville, US.