• FOUNDING YEAR: 2014
    LOCATION:
    United States
    REGION:
    New York
    Last Update:
    18 Oct, 2019

Description

FOCUS

PRODUCTS & SERVICES:
Precision Matching,Signaling Events,Predictive Analytics advisorCONNECT provides an industry first, data driven solution to onboarding and retaining the right advisor.
MAIN CLIENTS:
Insurance agent and financial advisors
COMMENT
It is Finra and SEC compliant technology with industry-grade security trusted by Fortune 100 firms.

PEOPLE

FOUNDERS:
Jimmy Lyons, Lauren Talbot, Jeff Tompkins
Board Members and Advisors:
Matthew Halloran, Richard Kane, Sara R. Werner, John DeFalco
NUMBER OF EMPLOYEES:
11-50
INVESTORS:
Entrepreneurs Roundtable Accelerator, Alec Hartman, Bradley Schrader, Damian Manning, David Chang, DEV

TRACTION

Insufficient information for accurate analysis

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$700 K
SEED & PRIOR FUNDING:
$700 K
SEED CLOSED ON:
Feb 2016
SEED PRIOR FUNDING COMMENT:
Cumulative funding indicated
LISTED:
NO

LATEST RESEARCH