linkedFA

Wealthtech (Retail) | Financial Research

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19 VISITORS | 23 VIEWS

FOUNDING YEAR: 2011

LOCATION:

United States

REGION:

Last Update:
27 Jun, 2019

Description

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:

Viewable by subscribers only

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.

PEOPLE

FOUNDERS:

Jason Bishara

Board Members and Advisors:

Richard Joyce

NUMBER OF EMPLOYEES:

1-10

TRACTION

VALUATION / MARKET CAP:

$20 MM in 2015

MOMENTUM

FUNDED:

YES

TOTAL FUNDING:

$3 Millions

SEED & PRIOR FUNDING: