BodesWell

Boston, United States Founded: 2019 • Age: 7 yrs Acquired By American Express
Automated financial planning tools are offered through an app-based platform.
Annual revenue - Latest available
Total funding - 1 rounds
Employees - Tracked headcount
Investors 2 Known backers
Products - Services tracked
Competitors 11 Brand Intelligence

About BodesWell

BodesWell is a company based in Boston (United States) founded in 2019 was acquired by American Express in June 2022. BodesWell operates in a competitive market with competitors including Iress, Planful, Link Group, Modern Wealth Management and iraLogix, among others.

  • Headquarter Boston, United States
  • Sectors
    Technology
  • Email
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  • Phone
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  • Website
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Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
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  • Net Profit
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  • EBITDA
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  • Latest Funding Round
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  • Investors
  • Employee Count
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  • Acquired by
    American Express

    (Jun 06, 2022)

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People of BodesWell

Headcount 1-10
Employee Profiles 1
Employee Profiles
People
Bernie Bernstein
CTO

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Funding Insights of BodesWell

Investors in BodesWell

BodesWell has secured backing from 2 investors, including venture fund and institutional investors. Prominent investors backing the company include American Express and American Express Ventures.

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Venture Fund
Institutional
Investor Description Founded Year Domain Location
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Financial products for individuals and businesses are compared online.
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Investor details for BodesWell

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Investments & Acquisitions by BodesWell

Investments
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Investment portfolio details for BodesWell

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Financial Statements - BodesWell

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Detailed financials for BodesWell

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Bodeswell Comparisons

BodesWell Primary company
Description
Automated financial planning tools are offered through an ap...
Location
Boston, United States
Founded Year
2019
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for BodesWell

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Competitors of BodesWell

BodesWell operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Iress, Planful, Link Group, Modern Wealth Management and iraLogix, among others.

Company Name Domain Founded year HQ Location Description
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Wealth management solutions are provided online for financial markets.
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Cloud-based financial planning and advisory solutions are provided for businesses.
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Retirement and superannuation solutions are provided, including investments and pensions.
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Wealth management services are provided to clients by the firm.
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Financial planning software for IRA recordkeeping is offered.
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Cloud-based practice management solution for financial advisors is offered.
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Detailed competitors of BodesWell

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Latest news on Bodeswell

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Complete news archive for BodesWell

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Frequently Asked Questions about BodesWell

BodesWell was founded in 2019 and raised its 1st funding round 1 year after it was founded.

BodesWell is headquartered in Boston, United States. It is registered at Boston, Massachusetts, United States.

BodesWell was founded in 2019 in Boston, United States, as a fintech platform. Automated tools for goal-based financial planning and money management are provided via a mobile app. Users are enabled to save and prepare for objectives such as starting a business, funding holidays, pursuing education, handling unemployment, and planning retirement. Operations focus on streamlined financial guidance within the personal finance sector.

BodesWell's top competitors include Iress, Planful and iraLogix.

BodesWell has 2 investors. Key investors include American Express, and American Express Ventures.

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