Brooke Southall

Two ex-J. P. Morgan top wealth management overlords debut Bento Engine by raising $1 million from RIA power influencers who see a micro-investment solving a macro RIA problem

JP Morgan Private Bank

Bento Engine

Jamie Dimon

<p>The RIA business has many tech vendors working hard to serve its diverse needs, and we're seeing technology become a more crucial part of setting up and running an RIA than ever before.</p>

<p>The Technology section includes unbiased tech reviews, tech-related news, and coverage of tech-related conferences.</p>

Technology

Marty Bicknell, Andy Putterman, Kelly Waltrich and Shannon Eusey lead a list of RIA biz angels taking a shot at 'Life Numbers' --  a Vestorly-like model with its own 'secret sauce' and love from the CRM super-friends

Two ex-J. P. Morgan top wealth management overlords debut Bento Engine by raising $1 million from RIA power influencers who see a micro-investment solving a macro RIA problem

Related Moves

October 1, 2019 at 1:06 AM

RIABiz Directory

White Paper Postings

Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

Directory

Archives

Connect