BENTO ENGINE
Bento Engine is a B2B fintech SaaS company focused on the intersection of technology and impactful wealth management advice. Bento's technology and content solution scans large data sets using proven APIs to identify opportunities for advisors to provide proactive advice, then delivers a package of timely, highly relevant, proprietary, compliance-pre-approved, client-facing content and communication resources as an actionable CRM task. The company employs proprietary technology known as the Tim... ing Engine to ensure that alerts and content are delivered with sufficient lead time ahead of the age point in order to optimize client planning and decision-making opportunities. In addition, it generates related multi-format content (PowerPoint, pdfs, and e-mails) that is compliance pre-approved and that advisors can white-label and use immediately with clients around significant age-related milestones (such as contribution catch-ups that begin at age 50).
BENTO ENGINE
Industry:
FinTech SaaS Software
Founded:
2021-03-01
Address:
Westport, Connecticut, United States
Country:
United States
Website Url:
http://www.bentoengine.com
Total Employee:
1+
Status:
Active
Contact:
+1 917 545 0997
Total Funding:
1.1 M USD
Technology used in webpage:
Amazon Cloudflare Hosting Amazon Virginia Region Microsoft DigiCert SSL Lorem Ipsum Microsoft Azure HubSpot CMS Hub Hubspot Hosted Linode
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Current Advisors List
Board_member
Current Employees Featured
Jeffrey Wald Executive Chairman @ Bento Engine
Executive Chairman
2021-03-01
Philipp Hecker CEO @ Bento Engine
CEO
2021-03-01
Greg Quental Co-Founder and President @ Bento Engine
Co-Founder and President
2021-03-01
Gavin Hay CTO @ Bento Engine
CTO
2021-03-01
Founder
Investors List
Andrew Putterman
Andrew Putterman investment in Seed Round - Bento Engine
Anton Honikman
Anton Honikman investment in Seed Round - Bento Engine
Doug Fritz
Doug Fritz investment in Seed Round - Bento Engine
Greg Friedman
Greg Friedman investment in Seed Round - Bento Engine
Marty Bicknell
Marty Bicknell investment in Seed Round - Bento Engine
Gavin Spitzner
Gavin Spitzner investment in Seed Round - Bento Engine
Shannon Eusey
Shannon Eusey investment in Seed Round - Bento Engine
Kelly Waltrich
Kelly Waltrich investment in Seed Round - Bento Engine
Jen Goldman
Jen Goldman investment in Seed Round - Bento Engine
Official Site Inspections
http://www.bentoengine.com
- Host name: 185.162.52.81
- IP address: 185.162.52.81
- Location: Spain
- Latitude: 40.4172
- Longitude: -3.684
- Timezone: Europe/Madrid
More informations about "Bento Engine"
About Us - Bento Engine
Our Mission To bring better advice beyond investing to more American families. Via their caring financial advisor. So that families thrive, and advisor practices grow. What is Bento Engine? Bento Engine is an integrated content and …See details»
Bento Engine - Crunchbase Company Profile & Funding
Bento Engine is a B2B fintech SaaS company focused on the intersection of technology and impactful wealth management advice. Bento's technology and …See details»
Bento Engine - LinkedIn
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 …See details»
Bento Engine - The Org
Bento Engine is a B2B fintech SaaS company focused on the intersection of technology and impactful wealth management advice. Bento's technology and content solution scans large …See details»
Bento Engine 2025 Company Profile: Valuation, Funding
Information on valuation, funding, cap tables, investors, and executives for Bento Engine. Use the PitchBook Platform to explore the full profile.See details»
Bento Engine Company Profile | Management and Employees List
John.Smith@bentoengine.com: 4: first_last: John_Smith@bentoengine.com: 5: last: Smith@bentoengine.com: Your Questions, Our Answers Get Free Access to Bento Engine …See details»
The Next Bento Engine Evolution: Personalizing Scaled Advice
Jun 22, 2022 Founded in 2021 with the goal of providing caring financial advisors with all the resources they need to improve outcomes for all their clients through proactive and impactful …See details»
Home - Bento Engine
Bento’s integrated technology and content solution empowers you to systematically serve all of your clients and prospects during “Moments That Matter” – Age-Based Milestones and Life …See details»
Bento Engine - Overview, News & Similar companies - ZoomInfo
Jun 21, 2022 View Bento Engine (www.bentoengine.com) location in Connecticut, United States , revenue, industry and description. Find related and similar companies as well as employees …See details»
Bento Engine - Products, Competitors, Financials, Employees ...
Holistiplan and Bento Engine Announce Integration. Nov 12, 2024. WESTPORT, Conn.--(BUSINESS WIRE)-- #financialplanning--Holistiplan, the industry-leading tax planning …See details»
Bento Engine Portal
Bento’s integrated technology and content solution empowers you to systematically serve all of your clients and prospects during “Moments That Matter” – Age-Based Milestones and Life …See details»
Enterprise - Bento Engine
Bento for Enterprises Unlock unparalleled revenue growth and client-centric success with Bento Engine. Our CRM-integrated solutions empower advisors in large enterprises, including RIAs, …See details»
Solutions - Bento Engine
Every two years, as the children turn 4, 6, 8, … years of age, you will receive a Bento Alert in your CRM. The Alert includes links to compliance pre-approved, age-appropriate information, …See details»
In the news - Bento Engine
Check Out Bento’s Recent News And Annoucements Why the Mode of Communication Matters for Advisors Read more The myth of the summer lull in financial advice Read more All-Star …See details»
Bento Engine | Explainer Video - YouTube
May 24, 2023 ~90 second Explainer Video outlining the Bento concept. A great way to learn about our integrated technology and content solution, and how you, as a client-c...See details»
The Bento Engine Story: Delivering the Right Advice at the Right …
Dec 2, 2021 There are 15 ages before the age of 72 that trigger wealth management opportunities. Advisors who capitalize on delivering advice at those times will win.See details»
Bento Direct - Bento Engine
Bento currently offers 5 powerful programs that allow you to serve all of your clients and prospects comprehensively during Moments That Matter.See details»
Bento Engine Blog
Timely Resources Sent Straight to Your Inbox. Every month, you will receive a collection of our most valuable content resources–from webinar invitations to exclusive blog content and …See details»
Solving the Integration Challenge: Bento Engine and Your Existing …
Oct 14, 2022 The financial advisor technology landscape has been rapidly expanding for the past ten years. What was once a handful of financial planning and portfolio management tools, …See details»
eLearning Resources - Bento Engine
ELearning Resources Bento Tips & Tricks Browse our video series below to ensure you never miss a key milestone in the lives of your clients and potential clients. No new system to learn …See details»