We’ve reimagined how investors get matched with advisors to help you prosper at every stage of life.
We specifically developed BenFi for those of you who want to work with the ideal financial advisor.
Any financial advisor with any negative disclosable regulatory history, even a single occurrence, is rejected.
Any approved advisor who later receives a negative regulatory report will immediately be removed from our advisor network.
BenFi is thorough, transparent, and guiding — you’ll feel financially empowered.
We match investors and consumers with their ideal advisor at every stage of their financial journey.
It’s time you regain peace of mind, achieve better outcomes, and reduce costly mistakes.
We set out to prove financial advisors benefit consumers and investors.
We will not position one advisor ahead of another for money. All advisors on our platform pay the same single yearly fee to be listed on BenFi.
We are registered with the Securities and Exchange Commission as Registered Investment Advisers, as we give advice to the investor as to who we think is the best advisor to hire. By law, we must put the investors needs ahead of our own.
We shape our world by empowering consumers and investors to navigate the complexities of financial advice.
