Total Funding
55
Total FundingConvertible Note raised
Growth Score
pts
Heat Score
4 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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127907
BodesWell partners with large financial services companies to provide digital financial planning to millions of clients.
Acquired by 
American Express
Bernard Bernstein: Co-Founder & CTOPast Role: Time Out Group plc, Chief Technology Officer
Chris Christensen: Senior Software EngineerPast Role: Handle Financial, Sr Engineer
About the Company
BodesWell provides self-service financial planning software so financial institutions can extend the benefits of planning to the millions of people who don’t already have an advisor. Deployed as part of your existing online experience, BodesWell helps established financial services companies bring the benefits of planning to millions of
under-served customers.
BodesWell was acquired by American Express in June of 2022.
