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.
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