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
Social Links:
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
Email Addresses:
[email protected]
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
Current Employees Featured
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
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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, IBDs, Banks, CUSOs, IMOs, Insurers, and …See details»
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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»
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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, guidance and exercises that you can share with …See details»
Bento Engine Portal
Bento Engine PortalSee details»
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Bento Engine Launches Children & Wealth Program to Educate the …
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