Wealth Access

Financial Transparency Software


David Benskin saw a need in the market and built the Wealth Access software to provide wealth managers with rapid access to portfolio insights and data. Wealth Access needed a brand foundation and accompanying identity system that stays consistent throughout their marketing efforts and digital product.


Wealth Access’s identity is a balance between innovation and financial stability. The color palette pulls from colors traditionally associated with dress shirts: navy, light blue, and coral. These colors were optimized for the digital interfaces and interactions. The marketing toolkit provides Wealth Access with simple ways to produce content like video interviews, product mockups, white pages and case studies.


  • Visual Identity
  • Webiste Design Direction
  • Marketing Collateral
  • Customized Videos
Full Commission
Full Commission
Full Commission
“Circa proved to be an exceptional design partner for us. They were able to capture our corporate identity in a distinctive logo and help us launch a successful branding platform. I highly recommend this firm.”

—David Benskin, CEO

Let’s get growing.

Brands (and budgets) big and small—we’ve got you. Our team can meet you where you are, with the talent and services you need now, while positioning your brand for growth and a bright future.