AdvisorConnect

wealthtech (retail) | other investments platform

Follow Send a private message

33 VISITORS | 41 VIEWS

FOUNDING YEAR: 2014

LOCATION:

United States

REGION:

New York

Last Update:
14 Feb, 2020

Description

advisorCONNECT is a Social Relationship Management platform (SRM) that helps financial advisors find new clients. It is next generation prospecting for financial advisors and insurance agents.

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

DATE OF LAST FUNDING:

Feb 2016

CONVERTIBLE DEBT:

$700 K

LISTED:

MOST VIEWED RESEARCH

DOWNLOAD

RECENT RESEARCH