Webinar: Power Your Redtail CRM with Timely Advice
Join us on November 16th at 10:00 am PT/1:00 pm ET to learn how Bento + Redtail empowers you to deliver the right advice at the right time & build lasting client relationships.
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
of Americans pass without a Will
Source: Caring.com Study, 2021
don't know what a 529 Plan is
Source: Edward Jones 529 Study, 2021
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
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
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
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.
Bento
Powerful
Advice Engine
Proprietary
Content Library
Advice
Timing Expertise
Our Mission
To bring advice beyond investing to more families across the wealth spectrum.
Via their caring financial advisors.
So that families thrive, and advisors practices grow.
Testimonials
Curious about what people have to say about us?
I firmly believe that advisors who are looking to better serve their clients and convert more prospects are absolutely going to benefit from the powerful technology, smart content and life planning expertise that the Bento team has to offer.
Kelly WaltrichMarketing Expert 
Bento is quick and easy to integrate, the API has a seamless connection to our CRM, and the team is a joy to work with.
Darlene KiteDirector of Operations, RLS Wealth Management 
My clients benefit from timely, impactful advice ... and Bento has helped me make a deeper connection with them!
Alex ChalekianLake Avenue Financial 
For years I have wanted to build something like this., Being able to educate clients ahead of important lifetime milestones, in a way that is both personal and scalable, is a win for advisors and clients.
Melinda DavisDavis Wealth Advisors 
As client expectations around quantity and quality of advice continue to rise fast, leading wealth managers must adopt ever smarter technologies.
Bento is developing new ways to support wealth managers with that transition.
Alois PirkerAiteNovarica Group Bento is developing new ways to support wealth managers with that transition.
Bento's algorithms are sound and the APIs are robust — connecting into existing CRMs is key for quick delivery and fast Advisor adoption.
Rodrigo FrancoCEO, Flexcode Software 
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
Diego Galan
Gavin Hay
Philipp Hecker
Greg Quental
Jeff Wald
- 10 prior Startups
- 50+ years of senior WM leadership experience
- 1000+ Financial Advisors managed
Advisory Council
Alex Chalekian
Shannon Eusey
Rodrigo Franco
Jen Goldman
Matthias Kuhlmey
Greg Soueid
John Sweeney
Kelly Waltrich
- 30 prior Startups
- 160+ years of senior WM leadership experience
- 260+ Financial Advisors managed
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?
