Wela Information

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As the financial industry's premier cloud AI assistant, Benjamin helps advisors regain control of their time by streamlining processes and automating a myriad of time-consuming, yet imperative tasks so they can focus on what's truly important: their clients. Benjamin is our digital assistant platform for RIAs. The platform makes you more efficient and allows you to do what you do best - give advice and talk to clients. Benjamin changes the way you work.

Website	http://www.getbenjamin.com
Revenue	$5 million
Employees	37 (14 on RocketReach)
Founded	2008
Address	10 Glenlake Pkwy NE, Sandy Springs, Georgia 30327, US
Phone	+1 678-608-0420
Industry	Financial Services, Finance General, Consulting Services (B2B), Personal Financial Planning, Finance, FinTech, Financial Advising, Wealth Management
Web Rank	1 Million
Keywords	Financial Technology Solutions, Advisor Technology, Financial Advisor Tools, Wealthtech Solutions, Fintech Automation, Client Management Software, Wealth Management Software, Financial Services Automation, Financial Planning Automation, Advisor Productivity Tools, Practice Management Software, Process Automation Software, Time Management Software
Competitors	Fidelity Investments, Schwab Advisor Services, SoFi, Robinhood, Betterment, Wealthfront, Acorns, Personal Capital, Stash, Ellevest +37 more (view full list)
SIC	SIC Code 62 Companies, SIC Code 628 Companies
NAICS	NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies