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Bento Engine is a B2B Fintech SaaS company focused on the intersection of technology and impactful wealth management advice.
What do we do – Bento empowers Financial Advisors to lead with advice that goes beyond investing. Advice that is timely, personalized and improves the lives of their clients.
Why do we do it – Many families are still not getting all the financial advice they need. When Financial Advisors provide comprehensive advice across their entire book of business everyone wins.
How do we do it – Bento combines a powerful Advice Engine, a Proprietary Content Library and timing expertise to make Financial Advisors more impactful and more efficient. We combine Bento with our client’s existing technology to speed adoption and results.
Bento -- Scaling Moments That Matter.
Company Details
- Employees
- 12
- Founded
- -
- Address
- Westport, Ct 06880, Us
- Industry
- Software Development
- Website
- https://www.bentoengine.com/
- Keywords
- SaaS, Software, Technology, APIs, Wealth Management, Private Banking, Advice, Holistic, CRM, Financial Planning, Advisor Succes, Practice Management, Business Development, Growth, Share of Wallet, Loyalty, Referral Rates, NPS.
- HQ
- Westport, CT
Bento Engine Questions
Bento Engine's website is https://www.bentoengine.com/
Bento Engine's LinkedIn profile is https://www.linkedin.com/company/bentoengine
Bento Engine has
12 employees.
View email and phone details for 12
employees at Bento Engine.
Bento Engine's industry is
Software Development
Bento Engine's top competitors are
Memory Lane (Sold To Storied),
Advyzon,
Wealthfeed,
Capwave Ai,
Dispatch,
Callaway Cloud Consulting,
Zwanet,
Zeplyn,
Advicepay,
Myvest.
Bento Engine's categories are Software Development
Bento Engine's founding year is 2021
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Top Bento Engine Employees
-
-
Lena Rizkallah
Financial Advisor/Retirement Strategist
New York, New York, United States, United States2contewealth.com, hotmail.com -
-
Philipp Hecker
Passionate About Advice Beyond Investing | Ceo At Bento Engine | Columbia Advisor | Driving Organic Growth | Client Experience | Fintech
Westport, Connecticut, United States, United States3jpmorgan.com, gmail.com, bentoengine.com
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