About Me

Hey, I’m Zach Bennedsen, founder of Framewerks. I build custom CRM solutions that truly map to your way of working.

I’m a CFP® professional who spent the first decade of my career as a financial planner. Most recently I've worked with clients in the startup ecosystem, becoming an expert in equity compensation and tax considerations along the way. As an experienced lead advisor, I know that planner quality always tops operational efficiency. That's why I approach every technology solution through the lens of a planner first, operations expert second.

My philosophy is to design systems that allow your firm’s individual qualities to shine, rather than forcing you into a standardized box. This is why I'm a believer in industry-agnostic solutions such as Airtable and Notion. These tools make no assumptions regarding how you should do planning; it's up to us to imbue the system with your practice's ethos.

In a previous role, I built custom tools in Airtable & Notion that gave our team total flexibility to design workflows and dashboards aligned with 𝙝𝙤𝙬 𝙬𝙚 𝙖𝙘𝙩𝙪𝙖𝙡𝙡𝙮 𝙬𝙤𝙧𝙠𝙚𝙙, rather than conforming to how most technology companies 𝙩𝙝𝙞𝙣𝙠 advisors work. Now I’m providing that experience to other forward-thinking advisors ready to break free from one-size-fits-all solutions.

When I’m not working on Framewerks, find me cycling, backpacking, skiing, or capturing the outdoors through my camera lens.

Ready to build a CRM that works the way you do? Let's talk.