FindBoB Stock
A growth, transition and succession planning tool for financial advisors and insurance agents.
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About FindBoB Stock
FindBoB is a growth, transition and succession planning tool for financial advisors and insurance agents, utilizing machine learning and elements of gamification for asset protection.
Funding History
| January 2017 | $40K |
|---|---|
| December 2017 | $1.6M |
Management
Executive Vice President & Chief Operating Officer
Dave Wingert
Advisor
Cameron Jacox
CEO
Roland Chan
Press
newswire - Jun, 23 2023
FindBob Recognized as Leading Technology Company in 2023 AIFinTech100 Listyhoo - Oct, 13 2021
FindBob Collaborates With Raymond James Financial to Launch Its 'Practice Exchange' Platform for Financial Advisorsnewswire - Aug, 20 2019
FMH Rolls Out Agency Support Tool Nationwidenewswire - Jun, 21 2019
FindBob Platform Now Available to Financial Horizons Group's Network of Advisors for Succession Planning and Teamingprnewswire - Mar, 23 2019
FMH Collaborates With FindBob to Offer New Service for Agency Partnersclayandmilk - Jan, 16 2018
Middle Bit: Multiple central Iowa funds invest in Toronto-based FindBobEquityZen does not have an affiliation with, formal relationship with, or endorsement from any companies featured above. This profile is based on publicly available information and is intended to be informative in nature.
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