FindBob

insurtechothersadvisory & brokerage services

FOUNDING YEAR: 2014
LOCATION: Canada
Last Update: 17/07/2020

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About

FindBob is a cloud-based platform. It provides growth, transition and succession planning tools for financial advisors and insurance agents, utilizing machine learning and elements of gamification for asset protection.

People

FOUNDERS

Roland Chan

BOARD MEMBERS AND ADVISORS

Cameron Jacox

NUMBER OF EMPLOYEES

1-10

INVESTORS:

Ames Seed Capital

Global Insurance Accelerator

Grinnell Mutual

Loyal VC

MaRS Investment Accelerator Fund

KEY EMPLOYEES:

Roland Chan (CEO)

Momentum

FUNDED

YES

TOTAL FUNDING

$1.6 M

DATE OF LAST FUNDING

Apr 2019

TOTAL FUNDING COMMENT

The company will use funds to grow its sales and marketing teams, expand into additional U.S. markets and execute on its multi-generational product roadmap. (Dec. 2017)

SEED & PRIOR FUNDING

$1.6 M

SEED CLOSED ON

Dec 2017

LISTED

NO

BASICS

FOUNDING YEAR:

2014

LOCATION:

Canada

Views:

33 VISITORS | 72 VIEWS
LATEST FUNDING ROUND

$1.6 M

TOTAL EMPLOYEES
1-10

About

FindBob is a cloud-based platform. It provides growth, transition and succession planning tools for financial advisors and insurance agents, utilizing machine learning and elements of gamification for asset protection.

Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive Slack community where you can engage in discussions with global industry experts!

Momentum+
People+
Other+

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