Finaeo

Finaeo

– An insurtech platform built for L&H brokers. platform offers connectivity to insurance carriers enables real-time application submission, adjudication and application status. Also offers smart product recommendations, instant quote generation and more– Launched a chatbot called Domo in 2017 to…
 FindBob

FindBob

– Provider of transition management platforms for the financial services industry– Helps advisors with transition goals, provide a safe & anonymous way to discover opportunities and develop business relationships