Overview
News
Salaries
Products
People
Growth
Offices
Financials

Overview

See 2026 financial advisor marketing benchmarks from 9,000+ advisors, including AI discovery, website conversion, CRM, email, and nurture trends.

News

News financialcontent.com 5 days ago
Stocks FinancialContent
Most Active Stocks
Read more
Report

People

Alicia Howard
Executive Officer
Scott Hollingsworth
Executive Officer
Angel Gonzalez
Executive Officer
Robert Sofia
Executive Officer, Director
Bradley Deloatch
Executive Officer
Mark Scharosch
Director
Rick Kushel
Director
Thad Langford
Director
Aaron Klein
Director
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove · How we handle this data

Growth

Hiring Momentum
28/100
Slowing
Open positions
1
0 opened / 0 closed in 30 days
ATS activity
Every ~1 days
09/28/2026
Hiring Dynamics 0%
Hiring Focus
The percentage next to each role is its share of the company's job openings over the last 90 days; the arrow shows the shift versus the previous period.
Customer Success
100% ▼

Offices

Where the company hires and what each office is for
Cities
1
Hiring now
0
Countries
1
Ormond Beach United States
HQ
50-200 est. staff

Financials

Total raised
$2M
Latest round
Debt Financing
Funding rounds
1
Funding rounds
Round Announced Amount
Debt Financing 2023 $2M Details