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

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2Age (years)

$32.5MTotal Funding

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