Better Health for All

Beneficient is a financial services company whose core business activities do not directly involve health-related products or services. The provided articles focus on the company's community development initiatives in rural Kansas through the Beneficient Heartland Foundation, including funding for community projects and the development of a grocery store in Hesston.

These initiatives are not explicitly described as health-focused programs, nor do they provide quantitative data on health outcomes, health equity, or other health-specific metrics. Therefore, for all relevant KPIs, the company's operations are considered not applicable to the 'Better Health for All' value, resulting in a neutral score of 0.

Fair Money & Economic Opportunity

Beneficient's core business is providing liquidity solutions and financial services to high-net-worth individuals and small to mid-sized institutions, not consumer lending or deposit services, making several consumer-focused KPIs not applicable.

The company has generated $15 million in assets and cash for rural Kansas through a 2.5% financing fee from its TEFFI Act operations, with an initial donation of $6.5 million to the Beneficient Heartland Foundation. This foundation aims to support job growth and revitalization in rural Kansas communities, including a new grocery store in Hesston, Kansas. However, the 2.5% financing fee is not a percentage of annual pre-tax profit, and the company's community reinvestment initiatives, while beneficial, are not part of its loan or insurance book aimed at low-income or micro-segments. The company's focus on rural Kansas for community reinvestment is noted, but it does not operate financial service access points in these areas.

Fair Trade & Ethical Sourcing

Beneficient is a financial services company. The provided articles do not contain any specific quantitative data for BENF.US regarding fair trade certifications, supplier audit frequency, forced or child labor incidents, supply chain traceability, remediation speed for violations, ethical clause coverage in supplier contracts, spend on high-risk materials, or the percentage of procurement budget directed to diverse suppliers.

As the company does not procure or trade physical commodities, nor does it have a supplier base or supply chain tiers requiring welfare or sourcing audits, all KPIs are scored as N/A.

Honest & Fair Business

Beneficient incurred a $1,000 penalty from the Texas Workforce Commission for unpaid wages.

An SEC investigation into the company and its founder concluded with no enforcement action planned. The company needs additional time to update its 2024 Annual Report (Form 10-K).

Planet-Friendly Business

The provided articles do not contain specific, concrete data points for any of the KPIs related to Planet-Friendly Business. Information regarding environmental metrics such as emissions, renewable energy use, water consumption, waste diversion, or climate targets is not available. Article 3 explicitly states that sustainability data is currently unavailable for BENF.

The articles primarily focus on financial performance, corporate transactions, and general community investment initiatives, without detailing environmental stewardship or sustainability practices relevant to the defined KPIs.

Respect for Cultures & Communities

The Beneficient Heartland Foundation, established in January 2022, has a board with 13 or 14 members, which includes community leaders and Beneficient executives.

However, the specific percentage of community members on this board or any other governance body is not provided, preventing a more precise score.

Safe & Smart Tech

Beneficient has not experienced any cybersecurity incidents that have materially impacted its business or financial condition as of September 2025.

The company holds SOC 2 Type II and SOC 3 Certifications. Mandatory information security training is provided to all personnel with system and data access upon hire and annually, covering policies, standards, confidentiality, privacy, physical security, system security, acceptable use, social engineering, and phishing emails. Customer data in transit and at rest is encrypted using HTTPS/TLS and AES 256-bit algorithm. The Machine-Automated Pricing System (MAPS) uses a formula-based pricing model that dynamically adjusts based on private market metrics and public market data, providing up-to-date and precise valuations. Beneficient employees do not have access to client account credentials, and access to customer files is tightly controlled and limited to a small team under specific circumstances. Users have rights to access, correct, delete, and port their personal data, and can object to processing or withdraw consent, with specific rights for residents of California, Colorado, Connecticut, Utah, Virginia, and EEA. Multi-factor authentication (MFA) is required for the client portal. The company performs regular internal network vulnerability scans, external network scans, and annual third-party penetration testing by a certified firm. Security is integrated into all phases of product development, and a detailed change control process applies to all environment changes. The company uses aggregated and anonymized data to train AI models, removing personal identifiers, and retains personal information only as long as necessary to fulfill purposes outlined in its Privacy Policy or as required by law. It complies with legal obligations and offers opt-out options for marketing communications.