AdvisorConnect

New York, United States Founded: 2013 • Age: 13 yrs
AI-powered network analysis is provided for financial services professionals.

About AdvisorConnect

AdvisorConnect is a company based in New York (United States) founded in 2013.. AdvisorConnect has raised $40 thousand across 2 funding rounds from investors including Right Side Capital Management and Entrepreneurs Roundtable Accelerator. AdvisorConnect offers products and services including Network Navigator and AI Recommendations.

  • Headquarter New York, United States
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Advisorconnect, Inc
Operational Areas
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $40 K (USD)

    in 2 rounds

  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of AdvisorConnect

AdvisorConnect offers a comprehensive portfolio of products and services, including Network Navigator and AI Recommendations. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

A platform that is used for analyzing networks to identify opportunities in financial services

Services that are employed to suggest prospects and markets based on network data

People of AdvisorConnect
Headcount 10-50
Employee Profiles 2
Board Members and Advisors 7
Employee Profiles
People
Jimmy Lyons
Co-Founder & CEO
People
Jeff Tompkins
Co-Founder & President

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Board Members and Advisors
people
Richard Kane
Advisor
people
Rob Pollock
Advisor
people
Steve Oriola
Advisor
people
Doug Wurth
Advisor

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Teams

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Funding Insights of AdvisorConnect

AdvisorConnect has successfully raised a total of $40K across 2 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding
  • Total Rounds 2
  • Last Round
  • First Round

    (02 Jun 2014)

  • Investors Count 2
Date Amount Transaction Name Valuation Lead Investors Investors
Jun, 2016 Amount Seed - AdvisorConnect Valuation

investors

Jun, 2014 Amount Seed - AdvisorConnect Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in AdvisorConnect

AdvisorConnect has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Right Side Capital Management and Entrepreneurs Roundtable Accelerator. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Investor Description Founded Year Domain Location
Pre-seed stage Micro VC firm investing in the US and Canada
Founded Year Domain Location
Startups are accelerated in fintech, SaaS, climate, and various sectors.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by AdvisorConnect

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - AdvisorConnect

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Advisorconnect Comparisons

Employees
+
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Competitors of AdvisorConnect

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Advisorconnect

Frequently Asked Questions about AdvisorConnect

When was AdvisorConnect founded?

AdvisorConnect was founded in 2013 and raised its 1st funding round 1 year after it was founded.

Where is AdvisorConnect located?

AdvisorConnect is headquartered in New York, United States. It is registered at New York, New York, United States.

Is AdvisorConnect a funded company?

AdvisorConnect is a funded company, having raised a total of $40K across 2 funding rounds to date. The company's 1st funding round was a Seed of $40K, raised on Jun 02, 2014.

What does AdvisorConnect do?

AdvisorConnect was founded in 2013 in New York, United States, within the financial services sector. A technology platform is operated to analyze professional networks across digital channels. Business opportunities are identified and recommended for advisors in client prospecting, managers in recruiting, and enterprises in workflow management. AI features are utilized to suggest markets, prospects, and influencers. Existing CRM and marketing systems are integrated with the platform.

What products or services does AdvisorConnect offer?

AdvisorConnect offers Network Navigator and AI Recommendations.

Who are AdvisorConnect's investors?

AdvisorConnect has 2 investors. Key investors include Right Side Capital Management, and Entrepreneurs Roundtable Accelerator.

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