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Enterprise sales acceleration platform for financial advisory firms11-50 Employees
  • B2B
  • Early Stage
    Startup in initial stages
Website
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Company size
11-50 people
Company type
Startup
Markets
Financial ServicesFinance TechnologyInsurance CompaniesFin Tech
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People at AdvisorConnect

Founders
Jimmy Lyons
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Founder @getvillage, @AdvisorConnect, EIR @Founders Factory. Wildly passionate about strengthening our global community through innovation, creativity, and opportunity. Web3 + financial inclusion
Background
  • BNY

    Employee

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  • SEI Investments

    Employee

  • Edmiston and Company

    Employee

Avatar for Jeff Tompkins
Founder advisor_connect @SocialPicks, advisorCONNECT • Worked at @Choozer, @Advisory Board • Studied at @University of Oxford, @Cornell University
Background
  • The College Group Web Publishing

    Founder

  • NewAcademy

    Founder

  • AlphaNation

    Founder

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Team
Avatar for Jeff Tompkins
Founder advisor_connect @SocialPicks, advisorCONNECT • Worked at @Choozer, @Advisory Board • Studied at @University of Oxford, @Cornell University
Jimmy Lyons
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Founder @getvillage, @AdvisorConnect, EIR @Founders Factory. Wildly passionate about strengthening our global community through innovation, creativity, and opportunity. Web3 + financial inclusion
Keith Eby
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Strategy and business development professional. 25 + years of experience rapidly increasing revenue performance. ABCO IPO. Tech experience. Start-up expert.
Meghan Majorowski
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COO of @SocialPicks. Founder of AlphaNation and Ruff House • Worked at @McKinsey & Co, BroadReach Healthcare • Studied at @Oxford University and @University of Pittsburgh
Michael Bishop
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Andre Mohr
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John DeFalco
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James Johnson
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Founder @Elm City Labs, @FamilyAssets • Worked at @Triplemint, @AdvisorConnect
Board members and advisors
John DeFalco
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A
Matthew Halloran, MS, Certified Coach, Author
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A
I am the President and Founder of Top Advisor Coaching. We help our clients with their life, not just their business.
Former team
Brian Pasalich
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