Matt Reiner | Source | CEO & Co-Founder at Benjamin
Bio
Matt Reiner is both a CFA and CFP and a partner of Capital Investment Advisors, a $2.8 Billion RIA in Atlanta, Georgia. Matt is also the managing partner of Wela Strategies, a smaller RIA that deals with the investment needs of the mass affluent. Reiner is also the founder of Benjamin, an AI fintech company that serves the financial advisor industry.
Media
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18 January 2021article
Matt Reiner, CEO of Benjamin a Virtual Assistant for Financial Advisors Powered by A.I. — finservMarketingMatt Reiner joins Mike Langford for an episode of The SoFin Podcast. Matt shares his personal startup journey and the origin of Benjamin, the first virtual assistant for financial advisors powered by artificial intelligence. -
18 January 2021article
'Benjamin' Is Applying to Be Your AI-Driven Virtual AssistantEmploying natural language processing and neural network learning, Benjamin wants to learn on the job the tasks an RIA firm does in order to automate them, freeing up the time for advisors and support staff. -
18 January 2021article
Technology insights from advisorsTechnology plays a critical role in supporting advisors and their clients, but the road to digital is different for every firm. Explore the videos below to hear how your peers are using technology to automate workflows and drive scale so they can spend more time with clients—wherever they are.
Employment
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Benjamin (http://www.getbanjamin.com)
CEO & Co-Founder
started Jan 2013 -
Capital Investment Advisors (https://www.yourwealth.com)
Partner and Investment Advisor