AdvisorShare is the vision of its two managing members Daniel McDonald and Roccy DeFrancesco. Let’s face it, when it comes to the distribution of fixed insurance products, there’s been nothing new to come along in years. This revolutionary business model has been on the minds of the managing members for quite some time and it’s exciting to see the vision become a reality. DOING THE RIGHT THINGS DOESN’T HAVE TO BE HARD For too long the insurance industry has been one that takes care of itself first before taking care of its clients. Standard operating procedure means the insurance agent is taken care of first, then the IMO, then the client. This is a cycle that has been perpetuated by greed and/or incompetence. AShare was created with one guiding principle in mind, i.e. ALWAYS PUT THE CLIENT’S NEEDS FIRST!
| Website | https://www.advisorshare.com/ |
| Employees | 23 (16 on RocketReach) |
| Founded | 2020 |
| Technologies |
JavaScript
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Nginx
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| Industry | Financial Services |
| Keywords | Fixed Indexed Annuities, Insurance Solutions, Annuities, Insurance Distribution, Investment Products, Investment Solutions, Insurance Sales, Financial Services, Broker Dealer, Wealth Management, Portfolio Management, Investment Advisory, Retirement Planning, Retirement Solutions, Insurtech, Financial Planning, Financial Technology, Asset Management |
| Competitors | Fidelity Investments, BlackRock, Vanguard, T. Rowe Price, J.P. Morgan, ステート・ストリート・グローバル・アドバイザーズ(株), Invesco Ltd., Amundi US, Schwab Advisor Services, Legg Mason (Acquired by Franklin Templeton) +38 more (view full list) |
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Daniel McDonald is the Co-Founder | Principal of AdvisorShare.
16 people are employed at AdvisorShare.
AdvisorShare is based in Traverse City, Michigan.