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AdvisorCONNECT

Description

Developer of a SaaS social relationship management platform (SRM) designed to help financial advisors find new clients. The company's platform offers advisors unparalleled access to information which is spread out across different social sites, email accounts and phone to discover what markets and prospects they are best suited to serve, provides managers with the most promising candidates and networks to help them make data-driven hiring decisions as well as enables enterprises to equip their advisors and managers with the technology that frees them from manual processes and guesswork, enabling financial advisors, long constrained by regulatory restrictions, to tap into the power of the internet for business development and help match them with the right prospective clients, hidden within their own social networks.

2013

Founded

PRIVATE

Status

1-10

Employees

Early Stage VC

Latest Deal Type

$40k

Total Amount Raised

5

Investors

Description

Developer of a SaaS social relationship management platform (SRM) designed to help financial advisors find new clients. The company's platform offers advisors unparalleled access to information which is spread out across different social sites, email accounts and phone to discover what markets and prospects they are best suited to serve, provides managers with the most promising candidates and networks to help them make data-driven hiring decisions as well as enables enterprises to equip their advisors and managers with the technology that frees them from manual processes and guesswork, enabling financial advisors, long constrained by regulatory restrictions, to tap into the power of the internet for business development and help match them with the right prospective clients, hidden within their own social networks.

Website:

advisorconnect.co

Ownership Status

Privately Held (backing)

Financing Status

Venture Capital-Backed

Primary Industry

Business/Productivity Software

Other Industries

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 (5)

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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
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 (2)

NameTitleBoard
Seat
Contact
Info
Jimmy LyonsChief Executive Officer & Co-Founder
Jeffrey TompkinsChief Marketing Officer & Co-Founder
Jimmy Lyons Chief Executive Officer & Co-Founder
Jeffrey Tompkins Chief Marketing Officer & Co-Founder
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