FindBoB Stock

A growth, transition and succession planning tool for financial advisors and insurance agents.

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

Other Companies

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Deposit Solutions

Deposit Solutions is provider of the leading Open Banking platform for deposits connecting banks and depositors across Europe.

Online lending marketplace

10Age (years)

$366MTotal Funding

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Liberty Mutual Insurance

Insurance products and services

Trustco Bank offers personal and commercial banking services

119Age (years)

$40.0MTotal Funding

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