In this episode, Marc Butler talks with Matt Reiner, CEO and Co-Founder of Benjamin. After spending years as both a financial manager for individuals and helping to lead Capital Investments Advisors and Wela Strategies, Matt co-founded Benjamin, an AI fintech company that serves the financial advisor industry. Matt used both Capital and Wela as testing grounds for his technology. Now, Benjamin helps hundreds of firms across the country streamline time-consuming tasks and allows for greater client engagement through technology. Matt believes that with true innovation, RIAs will attract top-tier talent, create efficient and scalable practices, and offer higher-quality personal service to clients at all levels of wealth. Dedicated to helping the financial services industry grow and evolve, Matt talks with Marc about his journey in wealth management and fintech, his motivation for creating Benjamin, and his mission to do everything possible to provide access to financial advice to everybody.
Key Takeaways
[01:53] - An overview of Matt's professional and personal background.
[04:42] - The dynamics of working in a family business.
[09:46] - What motivated Matt to create Benjamin.