Matt Reiner is a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™ , and partner at Capital Investment Advisors, a $4.3B (as of December 2022) RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent.
After spending years as both a financial manager for individuals and helping to lead these two RIAs, Matt founded Benjamin, an AI fintech company that serves the financial advisor industry. The company was essentially created for advisors by advisors, and Matt used both Capital and Wela as testing grounds for his technology. Now, Benjamin™ helps hundreds of firms across the country streamline time-consuming tasks and allows for greater client engagement through technology.
As Matt has grown Benjamin, he’s noticed a troubling reality in the financial industry. Financial firms are not growing and not adapting as quickly as businesses in other industries. Slow to employ new technologies, look at client segmentation, and consider new outlets for client growth, the financial industry seems stuck in a bygone era.
The MattReiner.com site was created from Matt’s passion to help other financial advisors grow in their knowledge of practice management, help them evaluate their technology needs, and inform them on what’s new in the industry. On this site, you will find the Bridging the Gap Podcast, where Matt talks with top industry leaders about emerging trends, client best practices, and challenges financial firms face every day. In The Inner Circle, financial leaders will find a collaborative atmosphere and community of advisors to help them grow in their knowledge and practice management skills. In addition to the workshops and community available to those participating in The Inner Circle, Matt also offers one-on-one coaching and mentoring to financial institutions of all sizes.
An experienced thought leader and sought-after industry speaker, Matt has been a featured guest at top financial industry events like FinCon and is a frequently quoted source for outlets including the Wall Street Journal, Business Insider, Entrepreneur, Financial Advisor Magazine, Medium, Think Advisor, and Advisor Perspectives.
Matt is dedicated to helping the industry grow and evolve. He has a very simple goal in mind. He wants the wealth management industry – specifically the RIA vertical – to become one of the most innovative, forward-thinking industries on earth. Matt believes that with true innovation, RIAs will attract top-tier talent, create practices that are efficient and scalable, and offer higher-quality personal service to clients at all levels of wealth. Matt Reiner wants to help you become THE advisor of the future!