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AdvisorConnect Logo
AdvisorConnect Growth Score
3
CB Rank
303203
Heat Score
7
AdvisorConnect is a sales acceleration platform for financial advisors, insurance agents, and the enterprise.
Founded
obfuscation
PrivateVenture - Series Unknown Brooklyn, New York, United States11-50 www.advisorconnect.co/
Enterprise Software
Financial Services
FinTech
Insurance
SaaS
Overview

AdvisorConnect
Total Funding
obfuscation
Growth Score
3
Heat Score
7

Total Funding
obfuscation
Venture - Series Unknown raised
obfuscation
Growth Score3
-4 pts
in past quarter
Heat Score 7
-3 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About AdvisorConnect

CB Rank
303203
AdvisorConnect is a sales acceleration platform for financial advisors, insurance agents, and the enterprise.
Founded
obfuscation
PrivateVenture - Series Unknown Brooklyn, New York, United States11-50 www.advisorconnect.co/
Enterprise Software
Financial Services
FinTech
Insurance
SaaS

Funding Rounds

Venture - Series Unknown
OBF
in
obfuscation
Convertible Note
OBF
in
obfuscation
Convertible Note
OBF
in
obfuscation

Details

Legal Name AdvisorConnect, Inc.
Operating Status Active
Company Type For Profit
Founders  Jeff Tompkins, Jimmy Lyons, Lauren Talbot
About the Company
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.
Diversity Spotlight 
Women Founded
Predictions & Insights

Products & Services

Network Navigator
A technology platform that aggregates information from the web to assist financial professionals in identifying and connecting with potential clients and markets.
Automated Market Development
A feature that uses AI to recommend markets and prospects based on the user's existing network.

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  • Preview private company insights and predictions
Financials

Company Funding

Total Funding Amount 
obfuscation
Number of Funding Rounds 4
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Venture Round - AdvisorConnect Logo
Venture Round - AdvisorConnect
1
obfuscation
— Venture - Series Unknown
obfuscation
Venture Round - AdvisorConnect Logo
Venture Round - AdvisorConnect
1
obfuscation
— Venture - Series Unknown
obfuscation
Venture Round - AdvisorConnect Logo
Venture Round - AdvisorConnect
1
obfuscation
— Venture - Series Unknown
obfuscation
Venture Round - AdvisorConnect Logo
Venture Round - AdvisorConnect
1
obfuscation
— Venture - Series Unknown
obfuscation
Venture Round - AdvisorConnect Logo
Venture Round - AdvisorConnect
1
obfuscation
— Venture - Series Unknown

Funding Rounds

Total Funding Amount 
obfuscation
Number of Funding Rounds 4
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Venture Round - AdvisorConnect Logo
Venture Round - AdvisorConnect
1
obfuscation
— Venture - Series Unknown
obfuscation
Venture Round - AdvisorConnect Logo
Venture Round - AdvisorConnect
1
obfuscation
— Venture - Series Unknown
obfuscation
Venture Round - AdvisorConnect Logo
Venture Round - AdvisorConnect
1
obfuscation
— Venture - Series Unknown
obfuscation
Venture Round - AdvisorConnect Logo
Venture Round - AdvisorConnect
1
obfuscation
— Venture - Series Unknown
obfuscation
Venture Round - AdvisorConnect Logo
Venture Round - AdvisorConnect
1
obfuscation
— Venture - Series Unknown

Investors

Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 1
News

News and Press

News•Jun 16, 2017
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News•Sep 30, 2014
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

65

IT Spend

$258.6KThis year, AdvisorConnect is projected to spend $258.6K on IT, according to Aberdeen.

Actively Used Products

17AdvisorConnect uses 17 technology products and services including HTML5, Office 365, and  Disqus, according to G2 Stack.

Active Website Tech Count

3AdvisorConnect is actively using 3 technologies for its website, according to BuiltWith. These include CommonCrawl Top 50m and  Euro.
Sub-Organizations
Frequently Asked Questions

Where is AdvisorConnect's headquarters? AdvisorConnect is located in Brooklyn, New York, United States.Who invested in AdvisorConnect? AdvisorConnect has 5 investors including White Owl Capital Partners and  Right Side Capital Management.When was the last funding round for AdvisorConnect? AdvisorConnect closed its last funding round on
obfuscation
from a Venture - Series Unknown round.Who are AdvisorConnect's competitors? Alternatives and possible competitors to AdvisorConnect may include Apollo.io, 6sense, and  Salesforce.How much funding has AdvisorConnect raised to date? AdvisorConnect has raised
obfuscation
.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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