advisorCONNECT
Sales acceleration platform for financial advisors, insurance agents, and the enterprise to automate advisor workflow and provide network-based analytics.
| Date | Investors | Amount | Round |
|---|---|---|---|
| - | investor | €0.0 | round |
| investor | €0.0 | round | |
| investor investor investor | €0.0 | round | |
| investor investor investor | €0.0 | round | |
| investor | €0.0 | round | |
N/A | - | ||
| Total Funding | 000k | ||
| USD | 2020 | 2021 | 2022 |
|---|---|---|---|
| Revenues | 0000 | 0000 | 0000 |
| EBITDA | 0000 | 0000 | 0000 |
| Profit | 0000 | 0000 | 0000 |
| EV | 0000 | 0000 | 0000 |
| EV / revenue | 00.0x | 00.0x | 00.0x |
| EV / EBITDA | 00.0x | 00.0x | 00.0x |
| R&D budget | 0000 | 0000 | 0000 |
Source: Dealroom estimates
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AdvisorConnect is a technology company that specializes in optimizing client prospecting and recruitment for the financial services industry. The company serves financial advisors, agents, managers, and enterprises by leveraging advanced AI to refine ideal client profiles and recommend the best markets and prospects to pursue. AdvisorConnect's core product, Network Navigator, aggregates information from across the web to provide comprehensive profiles, suggested conversation starters, and recommended social channels. The platform also offers enterprise-level reporting and controls, making it a valuable tool for corporate marketing, product strategy, and field training. AdvisorConnect operates primarily in the financial services market and generates revenue through subscription-based services and enterprise solutions. The business model focuses on enhancing digital workflows and network expansion efforts for its clients, ultimately driving growth and efficiency.
Keywords: AI-driven, client prospecting, financial services, recruitment, Network Navigator, digital workflows, enterprise reporting, market strategy, network expansion, subscription-based.