About The Beneficient Company Group
The Beneficient Company Group is a company based in Dallas (United States) founded in 2003.. The company has 80 employees as of March 31, 2023. The Beneficient Company Group has completed 2 acquisitions, including Mercantile Bank and Provident Trust Group. The Beneficient Company Group offers products and services including AltAccess, AltLiquidity, AltQuote, AltCustody, and AltData. The Beneficient Company Group operates in a competitive market with competitors including Addepar, Altruist, sei, Avaloq and 360 One, among others.
- Headquarter Dallas, United States
- Employees 80 as on 31 Mar, 2023
- Stage Public
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Sectors
Technology
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Email
***********
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Beneficient
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Annual Revenue
$1.03 M95.83as on Mar 31, 2023
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Net Profit
$-2.1 B-1499.97as on Mar 31, 2023
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EBITDA
$-217.92 M6.91as on Mar 31, 2023
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Latest Funding Round
$1.91 M (USD), Post-IPO
Jun 17, 2025
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Investors
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Employee Count
80
as on Mar 31, 2023
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Investments & Acquisitions
Mercantile Bank
& 1 more
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IPO & Listings of The Beneficient Company Group
The Beneficient Company Group is a publicly listed company on the NASDAQ with ticker symbol BENF in USA, operating in the Finance sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.
Products & Services of The Beneficient Company Group
The Beneficient Company Group offers a comprehensive portfolio of products and services, including AltAccess, AltLiquidity, AltQuote, AltCustody, and AltData. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Platform for submitting assets and getting liquidity proposals.
Rapid solutions for exiting alternative investments.
Instant quotes on alternative asset funds.
Secure platform for safekeeping physical securities.
Investment analytics and cash forecasts for alternatives.
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Funding Insights of The Beneficient Company Group
- Total Funding Total Funding
- Total Rounds 8
- Last Round Post-IPO — $1.9M
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First Round
First Round
(01 Aug 2023)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun, 2025 | Amount | Post-IPO - The Beneficient Company Group | Valuation |
investors |
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| Apr, 2025 | Amount | Post-IPO - The Beneficient Company Group | Valuation |
investors |
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| Apr, 2025 | Amount | Post-IPO - The Beneficient Company Group | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by The Beneficient Company Group
The Beneficient Company Group has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Mercantile Bank and Provident Trust Group. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Commercial bank
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2018 | ||||
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Designer and manufacturer of baby shoes and socks
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2008 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - The Beneficient Company Group
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
The Beneficient Company Group Comparisons
Competitors of The Beneficient Company Group
The Beneficient Company Group 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 Addepar, Altruist, sei, Avaloq and 360 One, 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 |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Wealth management solutions are delivered for investment advisors.
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| domain | founded_year | HQ Location |
Portfolio management software for financial advisors
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| domain | founded_year | HQ Location |
Wealth and investment management solutions are offered to institutional investors.
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| domain | founded_year | HQ Location |
Cloud-based solutions for financial institutions are provided by Avaloq.
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| domain | founded_year | HQ Location |
Asset and wealth management software is provided for businesses.
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| domain | founded_year | HQ Location |
Digital private wealth management platform for individuals
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on The Beneficient Company Group
Frequently Asked Questions about The Beneficient Company Group
When was The Beneficient Company Group founded?
The Beneficient Company Group was founded in 2003 and raised its 1st funding round 20 years after it was founded.
Where is The Beneficient Company Group located?
The Beneficient Company Group is headquartered in Dallas, United States. It is registered at Dallas, Texas, United States.
How many employees does The Beneficient Company Group have?
As of Mar 31, 2023, the latest employee count at The Beneficient Company Group is 80.
What is the annual revenue of The Beneficient Company Group?
Annual revenue of The Beneficient Company Group is $1.03M as on Mar 31, 2023.
What does The Beneficient Company Group do?
The Beneficient Company Group was founded in 2003 in Dallas, United States, within the financial services sector. A platform is maintained that offers liquidity solutions alongside other financial and fiduciary services. These solutions are designed for professionally managed alternative asset investments, including hedge funds and private equity. Customization is available to address specific client needs, supporting operations across various asset types in the U.S. market.
Who are the top competitors of The Beneficient Company Group?
The Beneficient Company Group's top competitors include Addepar, Delta Capita and Altruist.
What products or services does The Beneficient Company Group offer?
The Beneficient Company Group offers AltAccess, AltLiquidity, AltQuote, AltCustody, and AltData.
Is The Beneficient Company Group publicly traded?
Yes, The Beneficient Company Group is publicly traded on NASDAQ under the ticker symbol BENF.
How many acquisitions has The Beneficient Company Group made?
The Beneficient Company Group has made 2 acquisitions, including Mercantile Bank, and Provident Trust Group.
What is The Beneficient Company Group's ticker symbol?
The ticker symbol of The Beneficient Company Group is BENF on NASDAQ.
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