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Philipp Hecker — Co-Founder & CEO · Bento Engine · Westport, Connecticut, United States.
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About
Bento empowers Financial Advisors to lead with advice that goes beyond investing. Advice that is timely, personalized and improves the lives of clients and prospects.
Combining a powerful Advice Engine, a Proprietary Content Library and Timing Expertise, we help make Financial Advisors more impactful and efficient.
Bento connects via APIs into your existing technologies for fast adoption and results.
Experience
Co-Founder & CEOCurrent
Bento Engine · Westport, CT
Oct 2020 – Present
Bento Engine is a B2B Fintech SaaS company at the intersection of technology and impactful wealth management advice. What do we do – Bento empowers Financial Advisors to lead with advice that goes beyond investing. Advice that is timely, personalized and improves the lives of their clients. Why do we do it – Many families are still not getting all the financial advice they need. When Financial Advisors provide comprehensive advice across their entire book of business everyone wins. How do we do it – Bento combines a powerful Advice Engine, a Proprietary Content Library and Timing Expertise to make Financial Advisors more impactful and more efficient. We combine Bento with our client’s existing technology to speed adoption and results. Bento -- Scaling Moments That Matter.
Global Head of Strategy & Business Development
J.P. Morgan · New York City
2013 – 2020
Led strategy and business development for J.P. Morgan's wealth management businesses globally.
Education
Skills