benjamin

Founder Matt Reiner told WealthManagement.com that benjamin would cease operations at close of business on March 31, 2023; his later farewell and industry follow-up corroborate that it ended.

Sources and shutdown details ↘

Finance & accounting · 7 Dec 2020 – 31 Mar 2023 · benjamin

The record

An AI-driven business-support assistant for financial advisors, coordinating client workflows and communications.

Operator at shutdown: benjamin Company source
Launched: 7 Dec 2020Launch source
Service end: 31 Mar 2023Closure source
Lifespan: 2 years 3 months

Sources and verification

WealthManagement.com direct email from founder Matt Reiner ↗ · Checked 15 Oct 2026

Verification notes

Shutdown: WealthManagement.com published March 31, 2023 and directly quotes an email from founder/CEO Matt Reiner deciding to cease benjamin operations at the close of business that day. His separately opened farewell LinkedIn post and the founder’s response to an advisor-industry post about the completed shutdown corroborate the outcome, without providing a different cutoff day. The first-party 2020 launch release and former developer’s project page establish an independently used AI-driven RIA business-support platform with prospecting, onboarding, scheduling, CRM coordination and client communication; it was not a standalone model, API or one embedded feature. The company-managed LinkedIn page connects benjamin to getbenjamin.com and self-reports Sandy Springs, Georgia as a primary location. This is not a verified legal headquarters. The site getbenjamin.com no longer yielded a readable original product page; current unrelated Benjamin-branded finance/rewards sites are excluded. March 31 is a founder-specified operations-end calendar day, not a tested precise account shutdown hour; the timezone and precise last-access time were not stated. The local icon adapts the company-managed LinkedIn banner’s visible six-oval waveform mark to self-contained vector paths; owner artwork and trademark rights remain with benjamin, no open license claim. Closure source
Dates checked: Announced 31 Mar 2023 · Verified 15 Oct 2026
AI functionality: AI functionality source
Launch: December 7, 2020 is the announced launch of the complete AI-driven business-support service; its predecessor back-office workflow tool began in 2019.
Location: United States · Sandy Springs. Company-managed LinkedIn page self-reports Sandy Springs, Georgia as its primary location; legal headquarters not independently audited. Coordinates use the GeoNames populated-place point rounded to two decimal places for the city-level globe marker, not an office or server address. Location source · Coordinate source