AdvisorConnect Overview
- Year Founded
-
2013

- Status
-
Private
- Employees
-
4

- Latest Deal Type
-
2ndary - Private
- Investors
-
16
AdvisorConnect General Information
Description
Developer of a social relationship management platform (SRM) designed to help advisors find new clients. The company's platform offers advisors access to information that is spread out across different social sites, email accounts, and phones to discover what markets and prospects they are best suited to serve, enabling financial advisors to tap into the power of the internet for business development and help match them with prospective clients which are hidden within their social networks.
Contact Information
Website
www.advisorconnect.coCorporate Office
- 240 Kent Avenue
- Brooklyn
- New York, NY 11249
- United States
Corporate Office
- 240 Kent Avenue
- Brooklyn
- New York, NY 11249
- United States
AdvisorConnect Valuation & Funding
Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
---|---|---|---|---|---|---|
4. Secondary Transaction - Private | 01-Sep-2022 | Completed | Generating Revenue | |||
3. Early Stage VC | 01-Jan-2016 | Completed | Generating Revenue | |||
2. Seed Round | 05-Dec-2014 | $100K | Completed | Startup | ||
1. Accelerator/Incubator | 02-Jun-2014 | $100K | $100K | Completed | Startup |
AdvisorConnect Signals
AdvisorConnect Investors (16)
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
---|---|---|---|---|
Bradley Schrader | Angel (individual) | Minority | ||
David Beatty | Angel (individual) | Minority | ||
David Shaw | Angel (individual) | Minority | ||
James Sherman | Angel (individual) | Minority | ||
Jay Coleman | Angel (individual) | Minority |
AdvisorConnect FAQs
-
When was AdvisorConnect founded?
AdvisorConnect was founded in 2013.
-
Where is AdvisorConnect headquartered?
AdvisorConnect is headquartered in New York, NY.
-
What is the size of AdvisorConnect?
AdvisorConnect has 4 total employees.
-
What industry is AdvisorConnect in?
AdvisorConnect’s primary industry is Media and Information Services (B2B).
-
Is AdvisorConnect a private or public company?
AdvisorConnect is a Private company.
-
What is AdvisorConnect’s current revenue?
The current revenue for AdvisorConnect is
. -
How much funding has AdvisorConnect raised over time?
AdvisorConnect has raised $100K.
-
Who are AdvisorConnect’s investors?
Bradley Schrader, David Beatty, David Shaw, James Sherman, and Jay Coleman are 5 of 16 investors who have invested in AdvisorConnect.
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