Empowering Financial Advisors to bring better advice to more families.

So that families thrive and advisor practices grow.

Empowering Financial Advisors

to bring better advice to more families.

So that families thrive and advisor practices grow.

Why Bento

1

Americans need more advice beyond investing

0%
of Americans pass without a Will
Source: Caring.com Study, 2021
0%
don't know what a 529 Plan is
Source: Edward Jones 529 Study, 2021
0%
of eligible investors don't make catch-up contributions
Source: Vanguard “How America Saves”, 2021

2

Clients reward Financial Advisors that Lead with Advice

“If you received proactive advice beyond investing, how likely would you be to …

Remain Loyal

0%
Very Likely
0%
Very Likely / Likely

Source: Bento Engine Investor Survey, 2021 (amongst US investors aged 62-72, top quintile by income, actively advised)

“If you received proactive advice beyond investing, how likely would you be to …

Recommend the Advisor

0%
Very Likely
0%
Very Likely / Likely

Source: Bento Engine Investor Survey, 2021 (amongst US investors aged 62-72, top quintile by income, actively advised)

“If you received proactive advice beyond investing, how likely would you be to …

Consolidate Assets

0%
Very Likely
0%
Very Likely / Likely

Source: Bento Engine Investor Survey, 2021 (amongst US investors aged 62-72, top quintile by income, actively advised)

A need … and an opportunity!

Our Business Model

SaaS

Software as a Service connected to your CRM.

B2B(2C)

Not competing with Financial Advisors, but a solution for you.

Advisors

Are always in control, call the shots.

Bento

Our Solutions

Bento helps Advisors build deeper client relationships by leading with advice for meaningful, proactive client engagement. Bento connects with your CRM through proven APIs to mine for advice opportunities and deliver relevant content back through the CRM.

4 Bento Programs

1. Life in #s

Description

Delivery

Materials

2. Life in #s
DTC Version

Description

Delivery

Materials

3. Children
and Wealth

Description

Delivery

Materials

4. Life Events

Description

Delivery

Materials

Bento

Powerful
Advice Engine

Proprietary
Content Library

Advice
Timing Expertise

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.

Testimonials
Curious about what people have to say about us?

Management Team

Our Management Team and Advisory Council have decades of diverse experience 

as entrepreneurs and senior leaders in wealth management and technology.

Management Team

Gavin Hay

Philipp Hecker

Greg Quental

Jeff Wald

Advisory Council

Marty Bicknell

Alex Chalekian

Shannon Eusey

Rodrigo Franco

Greg Friedman

Doug Fritz

Jen Goldman

Anton Honikman

Matthias Kuhlmey

Andy Putterman

Greg Soueid

Gavin Spitzner

John Sweeney

Kelly Waltrich

Carley Dillon

Jennifer Fox

Where are you on your journey?

In the US, there are 15 birth-dates, 15 distinct age-points ranging from 0 to 72 that really matter, because they trigger distinct wealth management risks and opportunities.
What key milestones and decisions are next for you

Close up business adviser partnership coworkers using a tablet to chart company financial statements report and profits work progress and planning in office room.