Who We Serve

Our suite of trusted products and services was developed to effectively serve high net worth (HNW) individuals, institutions with less than $1 billion in investable assets and asset managers.

Individual investors

High net worth (HNW) investors hold more than $700 billion of alternative assets. By leveraging Ben’s innovative platform, HNW investors can secure liquidity from alternative assets, plan for the future, or reposition their portfolios.

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Institutions

Approximately 1,300 small-to-mid-sized institutions holding more than $475 billion of alternative assets lack the same exit opportunities as large institutions.

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Advisors (consultants)

The market for alternative assets among high net worth individuals is growing. In fact, one leading alternative asset manager expects 50% of its capital to come from individuals by 2024.

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Trust services will be provided by Beneficient Trust Company, LTA (BTC) and Beneficient Trust and Clearing Company, LTA (BTCC). BTC and BTCC are wholly-owned subsidiaries of Ben.

Securities Products are offered through BA Securities, LLC. Member FINRA SIPC. The Beneficient Company Group, L.P. and BA Securities, LLC are separate, unaffiliated entities.

Ben does not provide investment advisory services or tax, accounting or legal advice. The products and services described on this website may not be suitable for all users and you should consult with your legal, tax or other advisors prior to taking any action relating to the subject matter contained on this website. The contents hereof do not constitute an offer or solicitation to buy or sell any securities, financial instruments, products or services.

Ben’s products and services are not insured by the FDIC or any other government agency, are not guaranteed by Ben or its subsidiaries, affiliates or parent company, may lose value, and are not a Bank deposit.

Important Information About Procedures for Establishing a Relationship with Ben

To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who establishes a relationship or carries out a transaction with the financial institution.

What this means for you: When you establish a relationship or carry out a transaction with us, we will ask for your name, address, date of birth and other information that will allow us to identify you (or similar identifying information for entities). We may also ask to see or that you provide us with copies of your driver’s license or other identifying documents.

If you are unable or unwilling to provide this information, we may not be able to establish a relationship or carry out a transaction with you. We thank you for your patience and hope that you will support the financial industry’s efforts to deny terrorists and money launderers access to America’s financial system.