FindBob offers a white-labelled enterprise transition management platform that helps financial professionals and their firms manage transitions to perpetuate and protect books of business. The platform supports carriers, agencies, brokerages and RIAs with tools and analytics to identify growth opportunities and a dedicated concierge support for advisors. Company principals can use a secure digital channel to discover opportunities to buy, sell, merge, partner or address succession. Led by founder and CEO Roland Chan, FindBob targets multi-generational succession and transition behavior among advisors. The company closed over USD $1.25M in seed funding and intends to use the proceeds to grow sales and marketing, expand into additional U.S. markets and execute its multi-generational product roadmap. FindBob is based in Toronto, Canada.

Total raised

$1M

Funding rounds

1

Latest round

Seed

Latest activity

Dec 2017