Company Profiles

driven by the PitchBook Platform

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
Request a free trial to the PitchBook Platform
You're viewing a free company profile from the PitchBook Platform. To explore AdvisorCONNECT's full profile, request a free trial.

AdvisorCONNECT Valuation and Funding

Request access
Deal TypeDateAmountRaised to DatePost-ValStatusStage

AdvisorCONNECT Investors (5)

Request access
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
Right Side Capital ManagementVenture CapitalMinority000 0000000 0000
David Chang Angel (individual)
Entrepreneurs Roundtable Accelerator Accelerator/Incubator
HBS Alumni Angels New York Angel Group
Paul Grossinger Angel (individual)
Right Side Capital Management Venture Capital

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
Request full access to PitchBook