BrokerIQ logo — Be top of your clients mind for Financial Advice.

BrokerIQ

Be top of your clients mind for Financial Advice.

Founded 2019 United Kingdom United Kingdom 9 employees Seed Finance, Financial Services +2

General Information

Company Name BrokerIQ
Founded Year 2019
Location United Kingdom United Kingdom
Employees 9
Industries Finance, Financial Services, Insurance +1
Funding Stage Seed
Social

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About BrokerIQ

BrokerIQ is a United Kingdom-based startup founded in 2019, offering mobile client engagement solutions for the financial advisory industry. The company's slogan, "Be top of your clients mind for Financial Advice," reflects its mission to facilitate trust, engagement, and personalized service. With a focus on enhancing financial literacy and promoting investment opportunities, BrokerIQ's intuitive platform enables financial advisors to create targeted campaigns that drive client engagement. Last Investment: The company secured a Seed Round investment on 26 April 2022 led by Symvan Capital, signaling confidence in their approach to revolutionizing financial services. BrokerIQ's innovative solutions and focus on lasting client relationships position them as a promising player in the finance and insurtech industries. Committed to empowering financial advisors to connect with clients in meaningful ways, BrokerIQ's platform stands out as a valuable tool for promoting financial well-being. For more information, visit https://www.brokeriq.co.uk or connect directly via phone at +44 (0) 7851237192 or email at [email protected]. Embracing technology and expertise, BrokerIQ is poised to make a significant impact in the financial services landscape.

Business keywords: Financial Advisory, Client Engagement, Personalized Service, Mobile Solutions, Financial Literacy, Investment Opportunities, Insurance Technology, Mortgage Solutions, Customer Management, Digital Automation

Services & Products

Customer Engagement Platform
Mobile App Development
Document Management Solutions

Target Customers

Mortgage and Insurance Brokers Financial Service Professionals

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Round Undisclosed 1
Symvan Capital
26 Apr 2022

BrokerIQ Alternatives & Competitors

View All Alternatives
BrokerIQ vs
LegacyShield
LegacyShield United States

Digitally connecting advisors with clients to redefine client trust and relationships.

Venture round
9 employees
Finance, Financial Services
BrokerIQ vs
Loro
Loro United States

Distribute any insurance product, immediately. Keep underwriting control.

Seed
34 employees
Insurance, Insurtech
BrokerIQ vs
Democrance
Democrance United Arab Emirates

We're helping dozens of Insurance companies transition to Digital Insurance

Series A
22 employees
Finance, Financial Services

FAQ About BrokerIQ

Be top of your clients mind for Financial Advice.
BrokerIQ was founded in 2019.
BrokerIQ is headquartered in United Kingdom.
BrokerIQ operates in Finance, Financial Services, Insurance and Insurtech. Its work centres on Financial Advisory, Client Engagement, Personalized Service and Mobile Solutions. Its customers include Mortgage and Insurance Brokers and Financial Service Professionals.
BrokerIQ has approximately 9 employees.
BrokerIQ has completed 1 funding round. The latest funding stage is Seed.
BrokerIQ offers: Customer Engagement Platform, Mobile App Development, Document Management Solutions.
Top alternatives and competitors to BrokerIQ include LegacyShield, Loro, Democrance, Certificate Hero, Black Insurance. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
BrokerIQ and LegacyShield 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 BrokerIQ, https://bouncewatch.com/company/brokeriq, updated 24 March 2025. When citing, please name BounceWatch and link this page.

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