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How a software-flummoxed ex-Merrill Lynch private banker set up shop, invented his own dashboard and is selling it to top RIAs

David Benskin is bringing on talent from eMoney, Black Diamond and Envestnet to grow Wealth Access

Author Kelly O'Mara June 25, 2015 at 5:13 PM
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David Benskin: Basically, I built 50 spreadsheets.


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Mentioned in this article:

eMoney Advisor LLC
Financial Planning Software
Top Executive: Edward O’Brien

Addepar
Portfolio Management System
Top Executive: Eric Poirier

Wealth Access Inc
Account Aggregator
Top Executive: David Benskin



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