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