Testimonial iQ

Built for financial advisers from the ground up | Techstars ‘23

General Information
Company Name
Testimonial iQ
Founded Year
2023
Location (Offices)
Denver, United States +2
Founders / Decision Makers
Number of Employees
6
Industries
Enterprise Software, Wealth Management
Funding Stage
Pre Seed
Social Media

Testimonial iQ - Company Profile

Testimonial iQ is an innovative startup in the enterprise software and wealth management industries, founded in 2023 with an impressive pre-seed round investment of $340.00K by Techstars. The company's slogan, "Built for financial advisers from the ground up | Techstars ‘23," signifies its core mission to assist financial advisors in establishing, growing, and nurturing their online reputation. The SEC's new marketing rule in December 2020 empowered advisors to collect and showcase testimonials and reviews, crucial for building credibility. Testimonial iQ, in compliance with the current SEC and FINRA regulations, provides financial advisors access to previously inaccessible marketing tools, enabling them to gather and publicly share critical third-party validation. Moreover, the platform simplifies the process from collecting reviews to sharing them on various platforms, including Google Reviews, with built-in compliance oversight. Overall, Testimonial iQ's approach aligns with the evolving needs of the industry, addressing the widespread confusion around leveraging testimonials and reviews. With its strategic focus and substantial backing from Techstars, Testimonial iQ is well-positioned to revolutionize how financial advisors leverage online reputation for business growth and client trust.

Taxonomy: Financial Advisers, Techstars '23, SEC Regulations, Testimonials, Online Reputation, Trust Building, Referrals, Client Validation, FINRA Rules, Marketing Tools, Compliance Oversight, Technology

Funding Rounds & Investors of Testimonial iQ (1)

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Funding Stage Amount No. Investors Investors Date
Pre Seed Round $340.00K 1 01 Jun 2023

Latest News of Testimonial iQ

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