benjamin, an Atlanta, GA-based business support system driven by AI and specifically designed for the wealth management industry, raised an initial funding round of undisclosed amount.
Participating in the raise was former Black Diamond executive, Bob Conchiglia, who will also join benjamin’s Executive Advisory Board.
The company intends to use the funds to hire additional development talent and expand integrations with advisor technology partners to increase market penetration.
Led by Matt Reiner, CEO and co-founder, benjamim provides an AI-driven business support system, which enables RIAs to automate the client journey from streamlining the prospecting process, simplifying onboarding, coordinating meeting scheduling and preparation, as well as ongoing client engagement and relationship management.
Prior to joining benjamin’s Executive Advisory Board, Conchiglia led Advisory Sales for SS&C Advent, which includes portfolio management and performance reporting platform, Black Diamond.
FinSMEs
15/01/2020