AdvisorConnect
OverviewSuggest Edit
AdvisorConnect is a company that offers a platform, which replaces outdated and manual processes with a digital solution built specifically for the insurance agent and financial advisor. Additionally, its virtual coach provides ongoing advice and support for agents and advisors, as well as their managers.
| Type | Private | |
| Founded | 2013 | |
| HQ | NY, US | Map |
| Website | advisorconnect.co |
Locations
Latest Updates
| Employees (est.) (Jan 2021) | 8 | |
| Cybersecurity rating | A | More |
Key People/Management at AdvisorConnect
Jimmy Lyons
Co-Founder & CEO
Jeff Tompkins
Co-Founder & President
AdvisorConnect Financials and Metrics
Summary Metrics
Founding Date | 2013 |
AdvisorConnect total Funding | $700 k |
AdvisorConnect latest funding size | $150 k |
Time since last funding | 5 years ago |
AdvisorConnect investors | Entrepreneurs Roundtable Accelerator, Right Side Capital Management, HBS Alumni Angels, Alumni Ventures Group, Where Angels Fund |
AdvisorConnect's latest funding round in February 2016 was reported to be $150 k. In total, AdvisorConnect has raised $700 k
AdvisorConnect Cybersecurity Score
Competitors
AdvisorConnect Online and Social Media Presence
413 Twitter followers
AdvisorConnect has 413 Twitter Followers. The number of followers has decreased 1.4% month over month and decreased 1.9% quarter over quarter
AdvisorConnect's Trends
AdvisorConnect Frequently Asked Questions
When was AdvisorConnect founded?
AdvisorConnect was founded in 2013.
Who are AdvisorConnect key executives?
AdvisorConnect's key executives are Jimmy Lyons and Jeff Tompkins.
How many employees does AdvisorConnect have?
AdvisorConnect has 8 employees.
Who are AdvisorConnect competitors?
Competitors of AdvisorConnect include Synczon, FORTEX and iCapital.
Where are AdvisorConnect offices?
AdvisorConnect has an office in.
How many offices does AdvisorConnect have?
AdvisorConnect has 1 office.
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