Beneficient

About Beneficient

Beneficient, also known as Ben, is a company focused on empowering alternative asset investors by providing a fully regulated, tech-enabled platform for early exit solutions, reporting, and custodial services with real-time data analytics. Their mission is to offer rapid, secure, and cost-effective liquidity solutions for alternative investments.

Products & Services

Liquidity Products:Rapid, secure, and cost-effective solutions to exit alternative asset investments for cash, equity, or debt securities based on individual liquidity needs, accessible directly from the balance sheet of a Nasdaq-traded company (BENF).

Custody Services:Secure and transparent custody services for digitizing and safekeeping physical securities on an easy-to-use platform.

AltAccess Platform:An end-to-end secure digital account and custody platform offering on-demand investment analytics for alternative assets, including data predictions and cash forecasts.

AltTrading:Access to curated alternative investment opportunities following a liquidity event, making reinvesting easy.

Preferred Liquidity Provider (PLP) Program:Offers convenience, speedier exits, and cost-effectiveness for general partners and wealth advisors managing funds and clients.

Primary Commitment Program:Provides significant anchor commitments and optional fund administration services at no cost to general partners during fundraising.

Specialties

Alternative Asset Liquidity Solutions Custodial Services Investment Analytics Digital Platform for Asset Management Early Exit Strategies for Alternative Investments

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Equity Financing T: - FT: Equity Financing	A: 3000000 MR: - FA: approximately $3 million FAN: 3000000	D: 2026-01-08 FD: 2026-01-08	1 investors
2	RT: Equity Financing T: - FT: Equity Financing	A: 1910000 MR: - FA: $1.91 million FAN: 1910000	D: 2025-06-24 FD: 2025-06-24	1 investors
3	RT: Primary Capital T: - FT: Primary Capital	A: 233333 MR: - FA: 233,333 FAN: 233333	D: 2025-04-25 FD: 2025-04-25	-
4	RT: Equity T: - FT: Equity	A: 9600000 MR: - FA: $9.6 million FAN: 9600000	D: 2025-04-07 FD: 2025-04-07	1 investors
5	RT: Equity Financing T: - FT: Equity Financing	A: 1360000 MR: - FA: 1.36 million FAN: 1360000	D: 2025-01-06 FD: 2025-01-06	1 investors
6	RT: Equity Redesignation T: - FT: Equity Redesignation	A: 35000000 MR: - FA: approximately $35 million FAN: 35000000	D: 2024-11-22 FD: 2024-11-22	-
7	RT: Equity Redesignation T: - FT: Equity Redesignation	A: 126000000 MR: - FA: 126 million FAN: 126000000	D: 2024-10-04 FD: 2024-10-04	1 investors
8	RT: Liquidity Financing T: - FT: Liquidity Financing	A: 2000000 MR: - FA: $2 Million FAN: 2000000	D: 2024-01-22 FD: 2024-01-22	-
9	RT: Debt T: - FT: Debt	A: 25000000 MR: - FA: $25 million FAN: 25000000	D: 2023-10-19 FD: 2023-10-19	1 investors

Equity Financing Latest

2026-01-08

$3.0M

1 investor (Pro only)

Equity Financing 2025-06-24

$1.9M

Primary Capital 2025-04-25

$233K

View 8 more funding rounds with Pro

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Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Mock Up

Team & Leadership

A

Aurelia Heppner

B

Brad Heppner

Chief Executive Officer

B

Brad K. Heppner

Chief Executive Officer

LinkedIn (Pro only)

D

Derek Fletcher

President & Chief Fiduciary Officer

J

Jeff Welday

Global Head of Originations & Distribution

G

Greg Ezell

Chief Financial Officer

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Recent News

Beneficient Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised