BodesWell
Founded Year
2019Stage
Acquired | AcquiredAbout BodesWell
BodesWell offers a software-based financial engine. It delivers automated financial planning tools to help users achieve better outcomes. It was founded in 2019 and is based in Boston, Massachusetts. BodesWell was acquired by American Express
BodesWell's Product Videos
Compete with BodesWell?
Ensure that your company and products are accurately represented on our platform.
BodesWell's Products & Differentiators
Digital Financial Planning
Using our platform for interfaces and financial projections, we co-develop a white label solution for software-first digital financial planning that our customers can deploy to millions of their customers.
Expert Collections containing BodesWell
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
BodesWell is included in 2 Expert Collections, including Wealth Tech.
Wealth Tech
2,018 items
A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.
Financial Wellness
245 items
Track startups and capture company information and workflow.
Latest BodesWell News
Jun 21, 2022
Published Jun 6, 2022 Throughout the past two years of working together on developing and launching the My Financial Plan pilot , American Express has been aligned with our vision of bringing the benefits of self-service tools to a broad set of customers. Together we intend to continue on the journey of creating useful and intuitive tools to help American Express Members manage their financial lives. Bernie Bernstein and I are grateful to so many of you for contributing to the BodesWell effort. In particular, we want to thank: Our families and friends, who supported us through many ups and downs, Our beta testers, who gave us so much helpful feedback, The many financial services companies who met with us and encouraged us to continue,
BodesWell Frequently Asked Questions (FAQ)
When was BodesWell founded?
BodesWell was founded in 2019.
Where is BodesWell's headquarters?
BodesWell's headquarters is located at Boston.
What is BodesWell's latest funding round?
BodesWell's latest funding round is Acquired.
Who are the investors of BodesWell?
Investors of BodesWell include American Express, Plug and Play Accelerator and MassChallenge.
Who are BodesWell's competitors?
Competitors of BodesWell include NewRetirement and 4 more.
What products does BodesWell offer?
BodesWell's products include Digital Financial Planning.
Who are BodesWell's customers?
Customers of BodesWell include American Express.
Compare BodesWell to Competitors
Planto is a personal financial management app that gives millennial simple and actionable financial advice. Planto app delivers personalized insights and allows users to stay on top of their finances, by utilizing in-house developed simulations and account aggregation deployed under bank-grade security and data encryption.
Quicken designs and develops finance software solutions. The company offers software products to manage personal and small business finances and rented properties. It is based in Menlo Park, California.
Vanguard is an investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers.
WeInvest operates as a digital wealth management solutions provider. The company's products include Trackwealth, a personal finance management tool. It offers a digital investment service that covers passive goal-based and thematic investing through robo-advisory and relationship-manager-based advisory channels. It was founded in 2013 and is based in Singapore, Singapore.
Wealthscope provides investors with the risk drivers of portfolios and investment plans. Wealthscope advises total portfolio management to diversify risk and achieve investment objectives. The portfolio analysis enables the aggregation of multiple accounts from multiple institutions for a complete financial picture, including users from other countries.
Betterment is an online investment platform. The platform offers solutions such as crypto investing, automated investing, financial planning, retirement planning, and more. It was founded in 2008 and is based in New York, New York.
Discover the right solution for your team
The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.