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About 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

Headquarters Location

Boston, Massachusetts, 02111,

United States

BodesWell's Product Videos

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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

BodesWell Acquired by American Express!

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.

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