Find Bob

Toronto, Canada Founded: 2014 • Age: 12 yrs
Cloud-based succession planning tools are offered to financial advisors.
Annual revenue - Latest available
Total funding $1.6M 2 rounds
Employees - Tracked headcount
Investors 5 Known backers
Products 4 Services tracked
Competitors 10 Brand Intelligence

About Find Bob

Find Bob is a company based in Toronto (Canada) founded in 2014. Find Bob has raised $1.63 million across 2 funding rounds from investors including Ames Economic Development Commission, Grinnell Mutual and MaRS IAF. Find Bob offers products and services including AI Talent Calibration, Advisor Engagement Suite, Advisor Volatility Index, and Marketplace Tools. Find Bob operates in a competitive market with competitors including Quantifeed, PINTEC, AQUMON, Fount and InvestSuite, among others.

  • Headquarter Toronto, Canada
  • Sectors
    Technology
  • Phone
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  • Website
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  • Social
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  • Legal Name Findbob Ltd
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $1.63 M (USD)

    in 2 rounds

  • Latest Funding Round
    $1.6 M (USD), Seed

    Dec 01, 2017

  • Investors
  • Employee Count
    Not available
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Products & Services of Find Bob

Find Bob offers a comprehensive portfolio of products and services, including AI Talent Calibration, Advisor Engagement Suite, Advisor Volatility Index, and Marketplace Tools.

Product name locked
Category locked
Primary

Identifies high-risk advisors for proactive retention in financial services.

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Empowers advisors with tools for valuation and continuity planning.

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Monitors advisor sentiment to prevent churn and provide insights.

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Facilitates buying and selling of advisory practices securely.

People of Find Bob

Headcount 1-10
Employee Profiles 3
Employee Profiles
People
Michael Gerbone
VP Engineering
People
Gianpeter Sacco
Full-stack Developer

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Funding Insights of Find Bob

Find Bob has successfully raised a total of $1.63M across 2 strategic funding rounds. The most recent funding activity was a Seed round of $1.6 million completed in December 2017. 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.

Investors in Find Bob

Find Bob has secured backing from 5 investors, including institutional and venture fund investors. Prominent investors backing the company include Ames Economic Development Commission, Grinnell Mutual and MaRS IAF.

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Venture Fund
Institutional
Investor Description Founded Year Domain Location
Early-stage technology startups are supported through investments by MaRS IAF.
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Startup accelerator focused on Financial Services sector
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Startups are built and accelerated in a structured studio environment.
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Investor details for Find Bob

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

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Investments & Acquisitions by Find Bob

Investments
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Investment portfolio details for Find Bob

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  • Portfolio identities
  • Transaction dates
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Financial Statements - Find Bob

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Detailed financials for Find Bob

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  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

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Find Bob Comparisons

Find Bob Primary company
Description
Cloud-based succession planning tools are offered to financi...
Location
Toronto, Canada
Founded Year
2014
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
Premium access

Peer comparison for Find Bob

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
  • Funding comparison
  • Operating benchmarks

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Competitors of Find Bob

Find Bob operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Quantifeed, PINTEC, AQUMON, Fount and InvestSuite, among others.

Company Name Domain Founded year HQ Location Description
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White-label robo-advisory solutions are offered for wealth management firms.
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Retail financial solutions are provided to institutions and clients.
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White-label robo advisors are provided to financial advisors.
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Asset management services are provided by Fount for financial freedom.
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White-label robo-advisors and wealth management solutions are provided.
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White-label robo-advisor solution
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Detailed competitors of Find Bob

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  • Domains and locations
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Latest news on Find Bob

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Complete news archive for Find Bob

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Frequently Asked Questions about Find Bob

Find Bob was founded in 2014 and raised its 1st funding round 1 year after it was founded.

Find Bob is headquartered in Toronto, Canada. It is registered at Toronto, Ontario, Canada.

Find Bob is a funded company, having raised a total of $1.63M across 2 funding rounds to date.

Find Bob was founded in 2014 in Toronto, Canada, as a platform focused on the financial advisory sector. Succession planning services are delivered through a cloud-based system, enabling advisors to identify opportunities for buying, selling, merging, partnering, or securing successors for their books of business. A white-labelled enterprise solution is provided to agencies, brokerages, and manufacturers for asset protection and revenue generation.

Find Bob's top competitors include PINTEC, Bambu and InvestSuite.

Find Bob offers AI Talent Calibration, Advisor Engagement Suite, Advisor Volatility Index, and Marketplace Tools.

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