FINDBOB
Financial Services · Financial Software & Embedded Finance
Overview
The advisor lifecycle platform for wealth and insurance. Succession planning, advisor retention, and practice transition management.
Funding and backers
Backers
1
Loyal VC
Momentum
0/100
no fresh signals
Tractionpublic signals, read monthly
Web presence
top 10%
of 133.2M domains by links, Common Crawl
Backed byfrom the funds' portfolios and accelerator catalogs
Investors in similar startupsfunds that back the companies most like this one
Similar startupsby what they do, their industry and backers
Succeed across the M&A lifecycle with Virtual Vaults' all-in-one deal platform. The here and the now in dealmaking. Brought to you by…
Tidely is a German software company offering a platform for effective liquidity management and planning. It helps finance teams optimise…
YourStake turns client chaos into organized intelligence with AI-powered assistants for financial advisors. Our Document, Meeting, and…
Manage private markets investments with confidence. Allocate provides wealth advisors and asset managers complete infrastructure for…
Feathery is an American software company that provides a workflow automation platform for financial services firms. Its product handles…
Onboard new clients in 30 minutes, stay audit-ready, and free your advisors from paperwork. Built for Canadian custodians and CIRO…
Connections
List
Graph
Found in company registers, site code, DNS and hiring. Each connection shows how sure we are and the evidence, with its source and date.
Shared investors
Loyal VCVia a fund
Click a company to open it. Dashed lines are likely connections. The second step of the network is part of the Pro plan.
Owner
Same company
Same group
Likely