linkedFA

wealthtech (retail)financial research

FOUNDING YEAR: 2011
LOCATION: United States
Last Update: 01/05/2020

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About

LinkedFA is a social networking site that enables financial advisors to communicate with their investors. The website features social networking tools that maximize financial advisors communication and engagement with their investors while assisting financial advisors in meeting FINRA compliance requirements.

Focus

PRODUCTS & SERVICES

Social Media for Finance and Insurance It facilitates financial advisors communication and engagement with their investors .

REVENUE MODEL

Freemium based business Model

COMMENT

Investors will have constant access to their financial advisors providing the investor a greater deal of comfort and control, while providing access to more information and data on their investments in a secure and private environment.

Traction

VALUATION / MARKET CAP:

$20 M in 2015

People

FOUNDERS

Jason Bishara

BOARD MEMBERS AND ADVISORS

Richard Joyce

NUMBER OF EMPLOYEES

1-10

Momentum

FUNDED

YES

TOTAL FUNDING

$3 M

SEED & PRIOR FUNDING

$3 M

LISTED

NO

BASICS

FOUNDING YEAR:

2011

LOCATION:

United States

Views:

24 VISITORS | 29 VIEWS
LATEST FUNDING ROUND

$3 M

TOTAL EMPLOYEES
1-10

About

LinkedFA is a social networking site that enables financial advisors to communicate with their investors. The website features social networking tools that maximize financial advisors communication and engagement with their investors while assisting financial advisors in meeting FINRA compliance requirements.

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!

Focus+
Momentum+
Traction+
People+
Other+

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