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FindBoB Logo
FindBoB Growth Score
20
CB Rank
131993
Heat Score
35
A growth, transition and succession planning tool for financial advisors and insurance agents.
Founded
obfuscation
PrivateSeed Toronto, Ontario, Canada1-10 www.findbob.io/
Financial Services
InsurTech
Machine Learning
Overview

FindBoB
Total Funding
obfuscation
Growth Score
20
Heat Score
35

Total Funding
obfuscation
Seed raised
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Growth Score20
-2 pts
in past quarter
Heat Score 35
-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 FindBoB

CB Rank
131993
A growth, transition and succession planning tool for financial advisors and insurance agents.
Founded
obfuscation
PrivateSeed Toronto, Ontario, Canada1-10 www.findbob.io/
Financial Services
InsurTech
Machine Learning

Funding Rounds

Seed
OBF
in
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Seed
OBF
in
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Pre-Seed
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Key People

Details

Legal Name FindBob Ltd.
Operating Status Active
Company Type For Profit
Founders  Roland Chan
About the Company
FindBoB is a growth, transition and succession planning tool for financial advisors and insurance agents, utilizing machine learning and elements of gamification for asset protection.
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

AI Talent Calibration Tool
An AI-driven tool that identifies high-impact and at-risk financial advisors to prioritize retention efforts.
Advisor Volatility Index (VIX)
A metric that monitors advisor sentiment and behavior to detect retention risks and guide proactive engagement.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials

Company Funding

Total Funding Amount 
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Number of Funding Rounds 4
Unlock company funding data, including rounds, dates, amounts, and investors.
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Number of Investors  
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Lead Investors  
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Funding Rounds

Total Funding Amount 
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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  
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Investors

Unlock company funding data, including rounds, dates, amounts, and investors.
Investor Name  
Lead Investor  
Funding Round  
Partners  
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Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 2 Contacts 2

Employee Profiles

News

News and Press

News•Jun 22, 2023
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News•Oct 11, 2021
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News•Aug 19, 2019
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News•Jun 19, 2019
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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

914
842.27%
 in past month

IT Spend

$125.1KThis year, FindBoB is projected to spend $125.1K on IT, according to Aberdeen.

Actively Used Products

14FindBoB uses 14 technology products and services including HTML5, HubSpot Marketing Hub, and  Wordpress, according to G2 Stack.

Active Website Tech Count

25FindBoB is actively using 25 technologies for its website, according to BuiltWith. These include DNSSEC, Mobile Non Scaleable Content, and  Amazon.
Sub-Organizations
Frequently Asked Questions

Where is FindBoB's headquarters? FindBoB is located in Toronto, Ontario, Canada.Who invested in FindBoB? FindBoB has 7 investors including Loyal VC and  Ames Seed Capital.When was the last funding round for FindBoB? FindBoB closed its last funding round on
obfuscation
from a Seed round.Who are FindBoB's competitors? Alternatives and possible competitors to FindBoB may include FP Transitions, AdvisorAssist, and  fpPathfinder.How much funding has FindBoB raised to date? FindBoB 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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