AdvisorConnect

An AI-powered platform that automates workflow and provides real-time, network-based analytics for financial advisors and insurance agents

General Information
Company Name
AdvisorConnect
Founded Year
2014
Location (Offices)
Founders / Decision Makers
Number of Employees
-
Industries
Enterprise Software, Financial Services, Fintech +2
Funding Stage
Series Unknown
Social Media

AdvisorConnect - Company Profile

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.

Taxonomy: AI-powered platform, workflow automation, financial advisors, insurance agents, real-time analytics, network-based analytics, sales acceleration, Cognitive Experience Design, product strategy, marketing strategy, content strategy, enterprise technology, AI-driven Network Navigator, insurtech

Funding Rounds & Investors of AdvisorConnect (4)

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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 Alumni Ventures 02 Jun 2015
Pre Seed Round $40.00K 1 02 Jun 2014

Latest News of AdvisorConnect

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No recent news or press coverage available for AdvisorConnect.

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