Products

Signal Tracker Data Platform Data Enrichment API Intelligence desk

Solutions

Inward Investment & Aftercare Deal Origination Executive Search Corporate Development Signal-Based Outbound Competitive Intelligence Funding Signals Competitor Monitoring For Sales Teams For Founders For Agencies For Investors

Explore

Companies Live Signals Markets Trends

Resources

Signal Checker Blog Integrations FAQ Contact Pricing
Login Book a demo
AdvisorConnect logo — An AI-powered platform that automates workflow and provides...

AdvisorConnect

An AI-powered platform that automates workflow and provides real-time, network-based analytics for financial advisors and insurance agents

Founded 2014 Venture round Total: $740.00K Enterprise Software, Financial Services +3

General Information

Company Name AdvisorConnect
Founded Year 2014
Industries Enterprise Software, Financial Services, Fintech +2
Funding Stage Venture round
Social

BounceWatch is an independent company data service, not affiliated with AdvisorConnect. To contact AdvisorConnect, visit advisorconnect.co.

Is this your company?

Confirm with your work e-mail, get the Verified badge and keep this profile correct yourself. Search engines and AI assistants read it every day.

Get Verified

How does AdvisorConnect compare?

A PDF of AdvisorConnect and up to 10 competitors you pick: team, funding, traffic and every dated move of the last 90 days. Each company is re-checked on the day you order, so it is current.

See a sample report

This takes a few seconds: we look beyond our own index too.

Meeting AdvisorConnect soon?

A one-page PDF brief: what it does, key facts, the last 90 days of dated moves and questions worth asking. Re-checked on the day you order. See a sample

About AdvisorConnect

AdvisorConnect is an AI-powered platform that aims to streamline workflow and provide real-time, network-based analytics for financial advisors and insurance agents. Founded in 2014, the platform is designed to accelerate sales for financial advisors, insurance agents, and enterprises. Utilizing an AI-powered Network Navigator and Cognitive Experience Design, AdvisorConnect automates workflows and offers network-based analytics to enhance product, marketing, and content strategies in real-time. The company operates in the Enterprise Software, Financial Services, Fintech, Insurance, and SaaS sectors. The most recent investment was a Venture Round secured on 01 January 2017, with White Owl Capital Partners as the investors.

Business keywords: AI-powered platform, workflow automation, financial advisors, insurance agents, real-time analytics, network-based analytics, sales acceleration, Cognitive Experience Design, product strategy, marketing strategy, content strategy, enterprise technology, AI-driven Network Navigator, insurtech

Funding Rounds & Investors (4)

View All
Funding Stage Amount Investors Lead Investors Date
Venture Round Undisclosed 1
White Owl Capital Partners
01 Jan 2017
Convertible Note $150.00K 1
Right Side Capital Management
Right Side Capital Management
12 Feb 2016
Convertible Note $550.00K 3
Entrepreneurs Roundtable Accelerator HBS Alumni Angels
Entrepreneurs Roundtable Accelerator, HBS Alumni Angels +1
02 Jun 2015
Pre Seed Round $40.00K 1
Entrepreneurs Roundtable Accelerator
Entrepreneurs Roundtable Accelerator
02 Jun 2014

AdvisorConnect Alternatives & Competitors

View All Alternatives
AdvisorConnect vs
Revenue.io
Revenue.io United States

The Revenue AI Platform built for Salesforce teams

Series B
103 employees
AI, Analytics
AdvisorConnect vs
Eltropy
Eltropy United States

Silicon Valley’s fastest growing private business 🚀

Series A
217 employees
Financial Services, SaaS
AdvisorConnect vs
Kompyte by Semrush
Kompyte by Semrush United States

Acquired by Semrush (NYSE:SEMR)

Venture round
3 employees
Analytics, Enterprise Software
View all alternatives

FAQ About AdvisorConnect

An AI-powered platform that automates workflow and provides real-time, network-based analytics for financial advisors and insurance agents
AdvisorConnect was founded in 2014.
AdvisorConnect operates in Enterprise Software, Financial Services, Fintech, Insurance and SaaS. Its work centres on AI-powered platform, workflow automation, financial advisors and insurance agents.
AdvisorConnect has completed 4 funding rounds, raising a total of $740.00K. The latest funding stage is Venture round.
Top alternatives and competitors to AdvisorConnect include Revenue.io, Eltropy, Kompyte by Semrush, Cover Genius, Pennylane. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
AdvisorConnect and Revenue.io are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for AdvisorConnect, https://bouncewatch.com/company/advisorconnect, updated 26 December 2024. When citing, please name BounceWatch and link this page.

Analytics cookies (ours + Google). Cookie Policy

Book a demo 30 minutes