BodesWell Acquired by American Express!

Throughout the past two years of working together on developing and launching the My Financial Plan pilot, American Express has been aligned with our vision of bringing the benefits of self-service tools to a broad set of customers. Together we intend to continue on the journey of creating useful and intuitive tools to help American Express Members manage their financial lives.

Bernie Bernstein and I are grateful to so many of you for contributing to the BodesWell effort. In particular, we want to thank:

• Our families and friends, who supported us through many ups and downs,
• Our beta testers, who gave us so much helpful feedback,
• The many financial services companies who met with us and encouraged us to continue,?
• The entire Amex team, especially Phil Norman, Christina Anzalone, Paul Perez, Michael Han, and Eva Reda
• Our investors, including American Express Ventures, Grit Capital, Riot.vc, Roy VanVleck and Argon Capital,?
• Our advisors: Mike Conza, Bob Mason, Sravish Sridhar, Rich Miner, Eric Collard and Rob Stevens, and especially
• The current and former members of the BodesWell team: Chris Christensen, Avram Score, Scott Williams, Kenny Fang and Matt Sponer

You all believed in us and in our vision for the future of self-service financial planning. Thank you for backing us on this incredible journey.