Benfin.ai 2.0
Turn your Client Book into a Growing, Thriving Community
Unlock growth with authentic referrals, deeper client insights, and a premium, private AI service that truly enriches lives.
Unlock growth with authentic referrals, deeper client insights, and a premium, private AI service that truly enriches lives.
Benfin.ai elevates your advisory practice by offering a white‑label Personal Concierge that helps you deepen relationships, unlock personal referrals at scale, and support Client well‑being. All while maintaining compliance, privacy, and security.
Grow faster with a Personal Concierge that sports your brand—AI-powered insights and authentic referrals that elevate client relationships and scale your impact.
Personal Concierge, with your brand
Effortless client engagement that drives real results.
Deep insights and unique sharing capabilities that keeps families together, under your care.
Grow faster with a Personal Concierge that sports your brand—AI-powered insights and authentic referrals that elevate client relationships and scale your impact.
Never ask for a referral again. Let your Clients offer introductions to you. Building a thriving community is in everybody's best interest.
Book a DemoYou offer the Personal Concierge to your Clients as a premium perk.
The AI naturally picks up emotional cues and preferences, delivering clear insights that help you better understand and serve clients.
Happy Clients refer organically, and you can build referrals through communities built around your best Clients.
Wealth Managers in the US spent over $5b on marketing in 2024. How much of that was focused on Personal Referrals, the growth engine of Wealth Management? Benfin.ai is the only tool focused on building communities out of personal referrals.
Referrals don’t need to be asked for. When clients feel genuinely understood and supported, they naturally tell others. The Concierge taps into these emotional drivers — unlocking word-of-mouth growth that feels earned.
It’s more than performance metrics. Our AI listens for the emotional and psychological cues that clients rarely verbalize — giving you the unseen context behind their needs and behaviors.
More than just a chatbot — this is a personalized, privacy-conscious AI built to serve as your client’s trusted sounding board. From remembering personal preferences to supporting emotional wellness, it’s an extension of the experience you already offer — elevated.
Melanie's story shows how Benfin.ai transformed her advisory experience, and encouraged her to refer her friends naturally.
While they focus on what matters most — family, fulfillment, and well-being — we help you deepen loyalty, unlock referrals, and grow effortlessly.
We're a team of advisors, technologists, and behavioral experts on a mission to help Wealth Manager build deeper, more human client relationships — at scale.
Co-Founder and CEO
Jon helps Wealth Managers grow thriving community at the intersection of positive psychology, artificial intelligence and marketing strategy.
Co-Founder and CFO
Bryan specializes in growth, finance and Client engagement for Wealth Managers
Strategic Sales Lead
JC is a seasoned business development executive, having led strategic sales for many blue-chip companies.
Behavioral Health Innovator
Stephen is an expert in Behavioural Health and an experienced investor in high potential companies.
Advisor
David is a financial psychologist who helps families collaborate and improve the world.
Advisor
Faaiz is an expert in technology innovation and entrepreneurship.
Co-Founder and CEO
Jon helps Wealth Managers grow thriving community at the intersection of positive psychology, artificial intelligence and marketing strategy.
Co-Founder and CFO
Bryan specializes in growth, finance and Client engagement for Wealth Managers
Strategic Sales Lead
JC is a seasoned business development executive, having led strategic sales for many blue-chip companies.
Behavioral Health Innovator
Stephen is an expert in Behavioural Health and an experienced investor in high potential companies.
Advisor
David is a financial psychologist who helps families collaborate and improve the world.
Advisor
Faaiz is an expert in technology innovation and entrepreneurship.
Benfin.ai helps Wealth Managers deepen client relationships and grow organically through AI-powered, human-first engagement.
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