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 PartnersEquityZen Recognized As:
