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Bodes Well
Acquired by Amex — June 2022Digital Financial Planning.
Bodes Well was a digital financial planning platform emphasizing user control and real-time data integration. The platform offered a digital-first approach allowing users to manage their own financial plans with optional human advisor consultation.
Key features included drag-and-drop milestone modeling to visualize the impact of future events on financial projections, and real-time data integration via Plaid, Zillow, Coinmarketcap, and FinMason for account balances, property valuations, and asset performance tracking.
Bodes Well was acquired by American Express in June 2022.