AdvisorConnect
An AI-powered platform that automates workflow and provides real-time, network-based analytics for financial advisors and insurance agents
An AI-powered platform that automates workflow and provides real-time, network-based analytics for financial advisors and insurance agents
AdvisorConnect is an AI-powered platform that aims to streamline workflow and provide real-time, network-based analytics for financial advisors and insurance agents. Founded in 2014, the platform is designed to accelerate sales for financial advisors, insurance agents, and enterprises. Utilizing an AI-powered Network Navigator and Cognitive Experience Design, AdvisorConnect automates workflows and offers network-based analytics to enhance product, marketing, and content strategies in real-time. The company operates in the Enterprise Software, Financial Services, Fintech, Insurance, and SaaS sectors. The most recent investment was a Venture Round secured on 01 January 2017, with White Owl Capital Partners as the investors.
| Funding Stage | Amount | No. Investors | Investors | Date |
|---|---|---|---|---|
| Venture Round | Unknown | 1 | White Owl Capital Partners | 01 Jan 2017 |
| Convertible Note | $150.00K | 1 |
|
12 Feb 2016 |
| Convertible Note | $550.00K | 3 |
|
02 Jun 2015 |
| Pre Seed Round | $40.00K | 1 |
|
02 Jun 2014 |
No recent news or press coverage available for AdvisorConnect.
-logo.jpg){kind=logo}
We care about your data, and we'd love to use cookies make your experience better.