BenFi is the premier matchmaker between investors and their ideal financial advisor. We are unabashedly Investor-First. We strongly believe every investor should and can get a financial advisor and encourage investors to use our free service. Studies from Vanguard, Morningstar, Financial Engines/AON Hewitt and others all prove that investors are better off with an advisor versus being strictly self-directed.
We match an investor to an advisor by using personalized data, artificial intelligence and deep industry expertise. BenFi is the matching service of MPFA Inc. a Securities & Exchange Commission (SEC) Registered Investment Adviser whose sole function is to find investors a financial advisor. To review our SEC Form ADV, the disclosure document, go to: https://www.adviserinfo.sec.gov/Firm/304411
Company Details
- Employees
- 1
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://gobenfi.com/
Benfi Questions
Benfi's website is https://gobenfi.com/
Benfi's LinkedIn profile is https://www.linkedin.com/company/gobenfi
Benfi has
1 employees.
View email and phone details for 1
employees at Benfi.
Benfi's industry is
Financial Services
Benfi's top competitors are
Visiwealth,
Finology Software,
Retirement Plan Marketing,
Wealthramp,
Advisorfinder,
Wealthtender,
Financialadvisors.com,
Real Wealth® Marketing,
Financial Media Exchange Llc,
Advisorx.
Benfi's categories are Financial Services
