Insights

Cloud AI Advantage Position Benjamin as the premier cloud AI assistant for RIAs to dramatically reduce time spent on administrative tasks, enabling advisors to focus on client engagement and growth opportunities.

Efficiency Drive Highlight potential for cross-sell of additional automation and data-handling capabilities to current 11-50 employee advisory firms seeking scalable processes and improved client service delivery.

Analytics & Tracking Emphasize integration with analytics and tracking tools (Google Analytics, CFML, MySQL) as a selling point for performance measurement, client insights, and evidence-based advisory practices.

Client Engagement Pitch benefits around enhanced client conversations and responsiveness through automated workflows, freeing advisors to deepen relationships and attract new assets.

Growth Readiness Leverage the company’s clarity on being a digital assistant platform for RIAs to target fast-growing, cloud-adopting firms looking to scale services and compete effectively in a competitive market.

Similar companies to benjamin

benjamin Tech Stack

benjamin uses 8 technology products and services including LinkedIn Ads, Hotjar, Amazon Web Services, and more. Explore benjamin's tech stack below.

Media & News

benjamin's Email Address Formats

benjamin uses at least 3 email formats:
benjamin Email FormatsExamplePercentage
First@getwela.comJohn@getwela.com
100%
First@getbenjamin.comJohn@getbenjamin.com
67%
First_L@getbenjamin.comJohn_D@getbenjamin.com
33%

Frequently Asked Questions

What is benjamin's phone number?

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You can contact benjamin's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is benjamin's stock symbol?

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benjamin is a publicly traded company; the company's stock symbol is BHD.AX.

What is benjamin's official website and social media links?

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benjamin's official website is getbenjamin.com and has social profiles on LinkedIn.

How much revenue does benjamin generate?

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As of September 2026, benjamin's annual revenue is estimated to be $100M - $250M.

What is benjamin's NAICS code?

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benjamin's NAICS code is 52 - Finance and Insurance.

How many employees does benjamin have currently?

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As of September 2026, benjamin has approximately 36 employees across 3 continents, including Asia, Europe and North America. Key team members include Digital Media Producer: M. H. and WELA & WELA Slimberry: N. A. I. Explore benjamin's employee directory with LeadIQ.

What industry does benjamin belong to?

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benjamin operates in the Financial Services industry.

What technology does benjamin use?

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benjamin's tech stack includes LinkedIn Ads, Hotjar, Amazon Web Services, RSS, WordPress, Cookie Notice, CookieYes and Vimeo.

What is benjamin's email format?

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benjamin's email format typically follows the pattern of First@getwela.com. Find more benjamin email formats with LeadIQ.

When was benjamin founded?

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benjamin was founded in 2008.
benjamin logo

benjamin

Financial ServicesGeorgia, United States11-50 Employees

Benjamin operates as a cloud AI assistant for financial advisors, aiming to streamline workflows and automate time-consuming tasks so clients receive more direct, personalized attention. Its platform is designed for RIAs, helping advisors be more efficient and focused on client conversations and guidance rather than administrative work. The service fits within the financial services industry by addressing the operational demands faced by advisory practices and supporting the delivery of financial advice. The company is based in Sandy Springs, Georgia, and counts a mid-sized team among its stakeholders, with its website serving as a primary channel for information and access to the platform. A recent development noted in public sources highlights the company’s ongoing presence in the market, illustrating continued activity in its sector.

Section iconCompany Overview

Phone number
Stock Symbol
BHD.AX
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
11-50

Section iconFunding & Financials

  • $100M - $250M

    benjamin's revenue is estimated to be in the range of $100M - $250M

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