Brooke Southall

Two ex-J. P. Morgan top wealth management overlords debut Bento Engine by raising $1 million from RIA power influencers who see a micro-investment solving a macro RIA problem

JP Morgan Private Bank

Bento Engine

Jamie Dimon

<p>The RIA business has many tech vendors working hard to serve its diverse needs, and we're seeing technology become a more crucial part of setting up and running an RIA than ever before.</p>

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Technology

Marty Bicknell, Andy Putterman, Kelly Waltrich and Shannon Eusey lead a list of RIA biz angels taking a shot at 'Life Numbers' --  a Vestorly-like model with its own 'secret sauce' and love from the CRM super-friends

Two ex-J. P. Morgan top wealth management overlords debut Bento Engine by raising $1 million from RIA power influencers who see a micro-investment solving a macro RIA problem

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October 1, 2019 at 1:06 AM

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Two ex-J. P. Morgan top wealth management overlords debut Bento Engine by raising $1 million from RIA power influencers who see a micro-investment solving a macro RIA problem

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October 1, 2019 at 1:06 AM

RIABiz Directory

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