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AdvisorConnect’s industry cloud solution redefines the way that enterprises support and enable their field salesforce to grow revenue, reduce turnover and develop talent. The AdvisorConnect platform replaces outdated and manual processes with a digital solution built specifically for the insurance agent and financial advisor of the future. By leveraging deep domain expertise, advanced machine learning, and data science, the AdvisorConnect platform more than doubles the pipeline generated per rep and cuts non-revenue producing activities in half. AdvisorConnect’s virtual coach provides ongoing advice and support for agents and advisors, as well as their managers. The AdvisorConnect platform is available to both enterprises and teams. Based in Brooklyn, New York, the AdvisorConnect team includes seasoned financial services professionals and an engineering team with diverse backgrounds in both consumer and enterprise technology.

Website	https://www.advisorconnect.co/
Revenue	$5 million
Employees	13 (0 on RocketReach)
Founded	2013
Address	240 Kent Ave, Brooklyn, New York 11249, US
Technologies	JavaScript , HTML , G Suite +29 more (view full list)
Industry	Financial Services, Consumer Goods, Management Consulting, Financial Advisors, Business Services, Digital Marketing, Digital Brand, Registered Investment Advisors, Financial Technology, Branding, Content Marketing, Referral, Digital Application, Qualified Leads, Client Engagement, Client Retention, Web 2.0, Social Media
Keywords	Sales Enablement, Sales Performance Management, Field Sales Support, Field Sales, Revenue Growth, Cloud Platform, Sales Training, Data Analytics, Salesforce Automation, Digital Transformation, Sales Productivity, Sales Management, Talent Development, Sales Technology, Process Automation, Customer Relationship Management, Enterprise Software, Team Collaboration, Business Intelligence
Competitors	Salesforce, Fidelity Investments, eMoney Advisor, Zoho, SmartAsset, Morningstar, Advyzon, Redtail Technology, Dodge City Community College Foundation, Wealthbox +41 more (view full list)
SIC	SIC Code 874 Companies, SIC Code 87 Companies
NAICS	NAICS Code 54 Companies, NAICS Code 5416 Companies, NAICS Code 54161 Companies, NAICS Code 541 Companies, NAICS Code 541613 Companies

advisorCONNECT Questions

What is the annual revenue of advisorCONNECT?

The advisorCONNECT annual revenue was $5 million in 2026.

Where is advisorCONNECT based?

advisorCONNECT is based in Brooklyn, New York.

What is the NAICS code for advisorCONNECT?

The NAICS codes for advisorCONNECT are [54, 5416, 54161, 541, 541613].

What is the SIC code for advisorCONNECT?

The SIC codes for advisorCONNECT are [874, 87].

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