0.68
-4.20%
Close of 9 Nov 2026, in USD
Search any instrument
Reference data, closing prices and charts across 45,000 companies, plus crypto, commodities and currencies.
About Beneficient
From its filings with the US Securities and Exchange Commission
Beneficient is based in Dallas, Texas and is incorporated in Nevada. Its shares trade on Nasdaq under the ticker BENF. The SEC classifies its business as finance services. In the fiscal year to 31 March 2026, it reported revenue of −$39.1m and a net loss of $87.4m. At that date it held total assets of $238.8m and shareholders' equity of −$189.3m.
We are a technology-enabled financial services company that provides simple, rapid, and cost-effective liquidity solutions and related trustee, custody and trust administrative services to participants in the alternative asset industry. Through our business line operating subsidiaries (each a “Ben Business Unit” and collectively, the “Ben Business Units”), Ben Liquidity, Ben Custody, and Ben Markets, we seek to provide solutions in the alternative asset investment market for individual and institutional investors, general partners and sponsors (“GPs”) and the alternative asset funds they manage (“Customers”). Following receipt of regulatory approval, our Ben Business Units are expected to include an additional business line, Ben Insurance Services. Our products and services are designed to meet the unmet needs of mid-to-high net worth (“MHNW”) individual investors, small-to-midsize institutional (“STMI”) investors, family offices (“FAMOs”) and GPs, which collectively are our Customers.
Currently, our primary operations relate to our liquidity, primary capital, trustee, custody and alternative asset trust administration products and services through Ben Liquidity, L.L.C. and its subsidiaries (collectively, “Ben Liquidity”) and Ben Custody, L.L.C. and its subsidiaries (collectively, “Ben Custody”), respectively.
Quoted from its 10-K, filed 30 Jun 2026. Read the filing on SEC.gov ↗
Company facts
- Sector
- Financials
- Industry
- Capital Markets
- Listed since
- 3 Dec 2021
- Head office
- 325 N. SAINT PAUL STREET, DALLAS, TX, 75201
- Incorporated in
- NV
- Classification
- Finance Services
- Filer status
- <br>Emerging growth company
Leadership
Pay as last reported
- Mr. Thomas HicksChairman of the Board$448,405
- Mr. James SilkInterim Chief Executive Officer, since 2025$1.2m
- Mr. Gregory EzellChief Financial Officer
- Mr. Derek FletcherPresident of BFF, Chief Fiduciary Officer, Director$942,693
- Ms. Maria RutledgeChief Technology Officer
- Mr. Jeff WeldayGlobal Head of Originations and Distribution
- Mr. Scott WilsonChief Underwriting Officer
- Mr. Bruce SchnitzerDirector$448,405
- Mr. Peter CanganyIndependent Director$350,240
- Mr. Patrick DoneganIndependent Director
- Ms. Karen WendelIndependent Director
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 0
- Environment
- 0
- Social
- 0
- Governance
- 0
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Beneficient's Ben AltAccess platform provides end-to-end regulated liquidity solutions for alternative assets.
- Ben Liquidity segment offers fiduciary financing products through Ben AltAccess platform.
- Ben Custody segment supports trustees with custody and trust administration services.
Weaknesses
- Beneficient's Ben Markets unit provides broker-dealer services for liquidity products and services.
- The company's IPO listing date is 3 December 2021.
- Beneficient operates through three segments including Ben Liquidity and Ben Custody.
Opportunities
- Ben AltAccess platform serves participants in the alternative assets industry.
- Customer ExAlt Trusts segment holds interests in alternative assets.
- Ben Markets unit offers transfer agency services for liquidity products.
Threats
- Beneficient's Ben Custody segment addresses administrative burdens for alternative assets.
- The company's headquarters is in Dallas, Texas.
- Beneficient provides financial services in the Financials sector.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
Nothing here is investment advice. Prices can be delayed or wrong, so check with the exchange before relying on them. Data for this page. How we cover markets.