Bodhi

For insurance professionals seeking profitable client relationships, Bodhi's SaaS platform empowers clients and transforms how they relate to risk management.

  • Stage Product In Development
  • Industry Financial Services
  • Location Jersey City, NJ, US
  • Currency USD

Company Summary

Bodhi's SaaS platform enables insurance professionals to deliver an engaging & educational experience that empowers clients to protect what matters to them: their assets, lifestyle and securing their legacy. Through animated stories and customized analyses that are easy to understand, Bodhi transforms how clients relate to risk management. The transformation shifts control to the client, creating a more collaborative relationship.

Team

  • David Barr
    Founder & President

    2010 Stern MBA with a decade of diverse financial services experience in financial planning, insurance, valuation, and presently in corporate restructuring. David’s current role equips him with a framework for approaching distressed businesses & declining industries. As a former life insurance agent, David is acquainted with the challenges facing this industry, and savors the opportunity to disrupt the status quo with innovative solutions.

Starting a startup?

Join the world's largest startup network for guidance, tools, and fundraising opportunities.

Get Started for Free