advisorCONNECT advisorconnect.co


Public lists: Fin tech ( Fintech ) (12461)

AdvisorCONNECT is a social relationship management platform (SRM) that helps financial advisers find new clients. The platform provides advisers new tools to stay current with their networks, including money-in-motion alerts and proprietary wealth graph, which identifies qualified prospects, referrals, and centers of influence.

AdvisorCONNECT is a social relationship management platform (SRM) that helps financial advisers find new clients. The platform provides advisers new tools to stay current with their networks, including money-in-motion alerts and proprietary wealth gr...Show all

Company (Alive / Active)

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240 Kent Avenue

Brooklyn, 11249
New York, United States

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Total Funding Date of Last Funding
advisorCONNECT $0M Jun 3, 2014

Web Traffic

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Engagement (PVPU)

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Investors

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Patents

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