BodesWell

Boston, United States Founded: 2019 • Age: 7 yrs Acquired By American Express
Automated financial planning tools are offered through an app-based platform.
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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
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Technology → Marketing, Adtech & Commerce Technology → →
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
    American Express

    & 1 more

  • Employee Count
    Employee Count
  • 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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Teams
Bernie Bernstein

CTO Team

1 people

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Funding Insights of BodesWell

  • Total Funding
  • Total Rounds 1
  • Last Round
  • First Round
  • Investors Count 1
Date Amount Transaction Name Valuation Lead Investors Investors
Jun, 2020 Amount Seed - BodesWell Valuation

investors
American Express Ventures
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors
Emtek
Feb, 2021 Amount Post-IPO - Grab Valuation

investors
Signite Partners
Jan, 2021 Amount Post-IPO - Grab Valuation

investors
Hana Financial Group , GGV Capital
Feb, 2021 Amount Post-IPO - Grab Valuation

investors
Signite Partners

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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
American Express Ventures
Venture capital investments are directed toward multiple sectors.
Founded Year Domain Location
American Express
Financial products for individuals and businesses are compared online.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Amitabh Bachchan family office
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Signite Partners
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Sixteenth Street Capital
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
GGV Capital
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by BodesWell

Investments
Company Name Description Domain Location Founded Year Amount
Bento Cloud
Bionic investment advisor platform
2016
48East
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
GrabKios by Kudo
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
48East
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - BodesWell

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors
Emtek
Feb, 2021 Amount Post-IPO - Grab Valuation

investors
Signite Partners
Jan, 2021 Amount Post-IPO - Grab Valuation

investors
Hana Financial Group , GGV Capital
Feb, 2021 Amount Post-IPO - Grab Valuation

investors
Signite Partners

Bodeswell Comparisons

Employees
+
Add Comparison
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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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
Iress
domain founded_year HQ Location
Wealth management solutions are provided online for financial markets.
Planful
domain founded_year HQ Location
Cloud-based financial planning and advisory solutions are provided for businesses.
Link Group
domain founded_year HQ Location
Retirement and superannuation solutions are provided, including investments and pensions.
Modern Wealth Management
domain founded_year HQ Location
Wealth management services are provided to clients by the firm.
iraLogix
domain founded_year HQ Location
Financial planning software for IRA recordkeeping is offered.
Asset-Map
domain founded_year HQ Location
Cloud-based practice management solution for financial advisors is offered.
Company Name Domain Founded year HQ Location Description
inDrive
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
Bolt
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
Gojek
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
Dunzo
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Bodeswell

Frequently Asked Questions about BodesWell

When was BodesWell founded?

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

Where is BodesWell located?

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

What does BodesWell do?

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.

Who are the top competitors of BodesWell?

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

Who are BodesWell's investors?

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

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