advisorCONNECT

advisorCONNECT is a network intelligence platform that helps financial sales professionals identify and engage with new clients.

Categories: Sales and marketing Fintech.

Sectors: Enterprise.

On Recent Funding since: Sep 28, 2026.

About advisorCONNECT

The platform provides tools to identify qualified prospects, referrals and centers of influence and leverages a proprietary data model to recommend the right products and services.

Timeline

Summer 2014
EERA · batch
Source: eranyc.com

Founders and team

JT
Jeffrey Tompkins Founder

source: eranyc.com
JL
Jimmy Lyons Founder

source: eranyc.com

Investors

EERAaccelerator

Companies like advisorCONNECT

CCrossbeam Partners
MMy Wellbeing
FFavesSeed · Aug 2026
AApplecartSeries B+ · Jan 2026
QQualified$95M Series B+ · Apr 2022
PProFanSeed · Jun 2026

Sources and API

Every amount links to the page it came from. * Estimated from an accelerator's published standard deal, not a company-specific disclosure. How Recent Funding sources and verifies funding data. The same data as JSON: /api/v1/companies/advisorconnect (get a free API key).