FindBob Overview

  • Founded
  • 2014
  • Status
  • Private
  • Latest Deal Type
  • Seed
  • Latest Deal Amount
  • $1.25M
Latest Deal Amount
  • Investors
  • 7

FindBob General Information


Developer of transition management platforms for the financial services intended to prepare succession partners for their books of business. The company's transition management platform uses machine learning and elements of gamification to buy, sell, merge, recruit and find a like-minded succession partner, enabling financial advisors, insurance agents, carriers agencies and RISs to maximize the value of precious assets, protect existing assets, generate new revenue streams and recruit and retain talent to maximize the future value of their businesses.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Business/Productivity Software
Other Financial Services
Primary Office
  • 295 Hagey Boulevard
  • Waterloo, Ontario N2L 6R5
  • Canada

FindBob Timeline

Financing Round
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FindBob Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Seed Round 21-Nov-2017 $1.25M 00.000 Completed Startup
3. Accelerator/Incubator 17-Jan-2017 0000 0000 00000 Completed Startup
2. Accelerator/Incubator 10-Dec-2015 Completed Startup
1. Accelerator/Incubator Completed Startup

FindBob Competitors (9)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing
Personal Capital Venture Capital-Backed Redwood City, CA 000 00000 000000&0 00000
0000 (000000000 00 Venture Capital-Backed Montreal, Canada 00 0000 00000000000 0000
000000000 Formerly VC-backed Vancouver, Canada 00 00.00 000000&0 00.00
0000 000000 00000 Corporate Backed or Acquired Toronto, Canada 00 00.000 000000000000 00.000
00000000 Venture Capital-Backed Singapore, Singapore 00 000.00 00000000000 000.00

FindBob Executive Team (2)

Name Title Board Seat Contact Info
Roland Chan Founder & Chief Executive Officer
George Hartman Chief Practice Management Officer

FindBob Investors (7)

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Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Ames Seed Capital Venture Capital Minority 000 0000 000000 0
Grinnell Mutual Reinsurance Company Corporation Minority 000 0000 000000 0
Loyal VC Venture Capital Minority 000 0000 000000 0
MaRS Investment Accelerator Fund Venture Capital Minority 000 0000 000000 0
Global Insurance Accelerator Accelerator/Incubator Minority 000 0000 000000 0

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