AdvisorConnect is a sales acceleration platform for financial advisors, insurance agents, and the enterprise.
Business Model: SAAS
Revenue: $0
Employees: 11-50
Address:
City: Brooklyn
State: New York
Zip:
Country: United States
AdvisorConnect is a sales acceleration platform for financial advisors, insurance agents, and the enterprise. Powered by an AI-driven Network Navigator and leveraging Cognitive Experience Design, AdvisorConnect automates advisor workflow and provides network-based analytics to drive product, marketing, and content strategies in real-time.
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Announced Date | Company | Transaction | Money Raised |
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Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 1/2017 | Venture Round | 1 | - |
White Owl Capital Partners White Owl Capital Partners |
6/2014 | Pre Seed Round | 1 | $40k |
Entrepreneurs Roundtable Accelerator Entrepreneurs Roundtable Accelerator |
6/2015 | Convertible Note | 3 | $550k |
Alumni Ventures Entrepreneurs Roundtable Accelerator HBS Alumni Angels Alumni Ventures Entrepreneurs Roundtable Accelerator HBS Alumni Angels |
2/2016 | Convertible Note | 1 | $150k |
Right Side Capital Management Right Side Capital Management |
1/2017 | Venture Round | 1 | - |
White Owl Capital Partners White Owl Capital Partners |
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Announced Date | Name | Price |
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