AdvisorConnect
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Contact Information
Overview
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.
About
Industries
Enterprise Software, Financial Services, FinTech, SaaS, Insurance
Founded
2014
Employees
11-50
Headquarters locations
New York, United States, North America
Social
N/A
Profile Resume
AdvisorConnect headquartered in New York, United States, North America, operates in the Enterprise Software, Financial Services, FinTech, SaaS, Insurance sector. The company focuses on Enterprise Software and has secured $59.2M in funding across 80 round(s). With a team of 11-50 employees, AdvisorConnect is actively contributing to advancements in Enterprise Software. Their latest funding round, Convertible Note - AdvisorConnect, raised $550.0K. Discover more about their projects, partnerships, and impact on our platform.
Employees
N/A
Funding Rounds
Funding rounds
4
Investors
3
Lead Investors
0
Total Funding Amount
$740.0K
Details
1
AdvisorConnect has raised a total of $740.0K in funding over 1 rounds.
| Announcement date | Transaction name | Number of Investors | Money raised | Lead Investor |
|---|---|---|---|---|
| 2014 | Seed | 40.0K |
Investors
AdvisorConnect is funded by 8 investors.
| Investor Name | Lead Investor | Funding Round | Partners |
|---|---|---|---|
| AdvisorConnect | - | FUNDING ROUND - AdvisorConnect | 150.0K |
| Right Side Capital Management | - | FUNDING ROUND - Right Side Capital Management | 150.0K |
| AdvisorConnect | - | FUNDING ROUND - AdvisorConnect | 550.0K |
| HBS Alumni Angels | - | FUNDING ROUND - HBS Alumni Angels | 550.0K |
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