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AdvisorConnect is a company that offers a platform, which replaces outdated and manual processes with a digital solution built specifically for the insurance agent and financial advisor.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.
TypePrivate
Founded2013
HQUS
Websiteadvisorconnect.co

Locations

AdvisorConnect is headquartered in
United States

Location Map

Latest Updates

Employees (est.) (Sept 2020)8
Cybersecurity ratingBMore

Key People/Management at AdvisorConnect

Jimmy Lyons

Jimmy Lyons

Co-Founder & CEO
Jeff Tompkins

Jeff Tompkins

Co-Founder & President
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AdvisorConnect Office Locations

AdvisorConnect has an office in
Show all (1)

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

AdvisorConnect's latest funding round in February 2016 was reported to be $150 k. In total, AdvisorConnect has raised $700 k
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AdvisorConnect Cybersecurity Score

Cybersecurity ratingPremium dataset

B

85/100

SecurityScorecard logo

AdvisorConnect Online and Social Media Presence

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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 CollBox, CaptivateIQ and FTL.

  • Where are AdvisorConnect offices?

    AdvisorConnect has an office in.

  • How many offices does AdvisorConnect have?

    AdvisorConnect has 1 office.