Benchmark Capital
A Paraplanner supports the Financial Planning team by preparing compliant suitability reports, managing cases, and ensuring recommendations are accurate and client-focused. The role involves collaboration with financial planners, client support executives, and various teams to deliver high-quality advice.
Benchmark Capital. Powering financial advisers through insight and integrated tools, services and investment solutions that differentiate their client proposition.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Benchmark Capital.
Benchmark Capital didn’t post a salary, so this is our estimate from similar listings.