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AgentSync Stock

AgentSync is a Producer Management Platform used for broker onboarding, licensing, and compliance requirements.

About AgentSync Stock

AgentSync is where Producer Management and Compliance meet smart technology and automation. AgentSync is a powerful, easy-to-use Compliance as a Service solution. It directly integrates regulatory database sources of truth (i.e. NIPR, FINRA) with core business systems (i.e. Salesforce) so they can automate the critical business processes associated with these compliance requirements. We’re a new-school solution tackling an age-old, ubiquitous problem with smart technology & automation in a market full of old-school, inefficient, high-cost solution options - spreadsheets, manual processes, legacy software, more headcount, outsourcing, etc. AgentSync was founded in 2018 and is headquartered in Denver, Colorado, USA.

Funding History

August 2020$4.4M
December 2020$6.7M
March 2021$25.0M
December 2021$75.0M

Management

Co-Founder & CTO

Jenn Knight

Co-Founder & CEO

Niranjan Sabharwal

Head of Product

Cameron Nordholm

COO

Brandon Naber

Press

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