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AdvisorCONNECT

Description

Provider of a social relationship management platform. The company's software helps financial advisors find clients. It provides advisors tools to stay current with their networks, including money-in-motion alerts and proprietary wealth graph, which identifies qualified prospects, referrals and centers of influence.

2013

Founded

PRIVATE

Status

1-10

Employees

Seed

Latest Deal Type

$40k

Latest Deal Amount

$40k

Total Amount Raised

Description

Provider of a social relationship management platform. The company's software helps financial advisors find clients. It provides advisors tools to stay current with their networks, including money-in-motion alerts and proprietary wealth graph, which identifies qualified prospects, referrals and centers of influence.

Website:

www.advisorconnect.co

Ownership Status

Privately held (backing)

Financing Status

Accelerator/Incubator Backed

Primary Industry

Social/Platform Software

Primary Office

500 Driggs Avenue New York, NY 11211United States
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AdvisorCONNECT Valuation and Funding

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Deal TypeDateAmountRaised to DatePost-ValStatusStage

AdvisorCONNECT Investors (4)

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Investor NameInvestor TypeHoldingInvestor SinceParticipating RoundsBoard
Seat
Contact
Info
David ChangAngel (individual)Minority000 0000000 0000
Entrepreneurs Roundtable AcceleratorAccelerator/IncubatorMinority000 0000000 0000
HBS Alumni Angels New YorkAngel GroupMinority000 0000000 0000
Paul GrossingerAngel (individual)Minority000 0000000 0000
David Chang Angel (individual)
Entrepreneurs Roundtable Accelerator Accelerator/Incubator
HBS Alumni Angels New York Angel Group
Paul Grossinger Angel (individual)

AdvisorCONNECT Executive Team (6)

NameTitleBoard
Seat
Contact
Info
Jimmy LyonsChief Executive Officer & Co-Founder
Meghan MajorowskiChief Operating Officer
James JohnsonChief Technology Officer
John DefalcoChief Technology Officer
Jeffrey TompkinsChief Marketing Officer & Co-Founder
Jimmy Lyons Chief Executive Officer & Co-Founder
Meghan Majorowski Chief Operating Officer
James Johnson Chief Technology Officer
John Defalco Chief Technology Officer
Jeffrey Tompkins Chief Marketing Officer & Co-Founder
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