About ConnectRoot, LLC Proven results for financial services professionals ConnectRoot serves the financial industry as a networking source and assessment firm making qualified referrals and managing relationships based on client needs. We provide creative solutions, introduce synergistic relationships, and facilitate access to human resources. ConnectRoot represents smaller firms and independent professionals. We call these talented resources solution providers. As our network grows, so do our capabilities. The firm’s first client contacted ConnectRoot to help with the launch of their new investment platform. Knowing that our firm is deeply rooted in the industry, with contacts necessary for them to reach their goals, within 24 hours ConnectRoot referred two viable clients (in this case, advisory firms). Initial phone conversations led to in-person meetings within a week. Our expertise encompasses all facets of the financial services industry.
| Website | http://www.connectroot.com |
| Revenue | $200000 |
| Employees | 1 (0 on RocketReach) |
| Founded | 2013 |
| Address | PO Box 581, Long Branch, New Jersey 07740, US |
| Phone | +1 732-619-4506 |
| Technologies | |
| Industry | Financial Services, Management Consulting, Business Services |
| Keywords | Financial Services Headhunting, Executive Search Financial Services, Professional Networking Platform, Wealth Management Recruitment, Asset Management Recruitment, Banking Recruitment, Private Equity Recruiting, Insurance Recruiting, Fintech Recruiting, Financial Technology Recruitment, Brokerage Recruiting, Compliance Recruiting, Alternative Investments Recruiting |
| Competitors | Slack, GE Vernova, Airtable, Zapier, Eventbrite, Calendly, Meetup, IFTTT, Trello, SendHub +35 more (view full list) |
| SIC | SIC Code 87 Companies, SIC Code 874 Companies |
| NAICS | NAICS Code 541611 Companies, NAICS Code 541 Companies, NAICS Code 54161 Companies, NAICS Code 54 Companies, NAICS Code 5416 Companies |
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ConnectRoot Questions
The ConnectRoot annual revenue was $200000 in 2026.
ConnectRoot is based in Long Branch, New Jersey.
The NAICS codes for ConnectRoot are [541611, 541, 54161, 54, 5416].
The SIC codes for ConnectRoot are [87, 874].
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