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§ Private Profile · 13311 Yonge St, Richmond Hill, Ontario, L4E 3L6, Canada
FindBoB is a technology company.
FindBob develops a specialized platform for the enterprise insurance and financial services sectors, providing tools and AI-driven insights to manage advisor and asset transitions effectively. Its core offering functions as a transition management operating system, designed to facilitate succession planning and ensure the retention of valuable client relationships and financial assets. The platform helps streamline complex processes for enterprises, allowing them to maintain stability and growth amidst demographic shifts within their advisor networks.
Roland Chan founded FindBob in 2014, driven by a personal experience in 2009 when he became a successor in a long-established insurance firm. This direct involvement underscored the significant challenges and lack of systematic solutions for business succession within the aging financial services and insurance industries. Chan's insight was that a dedicated platform could address these critical gaps, enabling organizations to proactively manage the transfer of practices and client books.
The company primarily serves large enterprise clients within the insurance and financial advisory industries, along with individual advisors seeking transition opportunities. FindBob's overarching vision is to empower the global financial services industry to take proactive control of its future through efficient transition management. It aims to accelerate necessary behavioral changes, ensuring continuity and robust planning for the next generation of financial professionals and their clients.
FindBoB has raised $1.0M across 1 funding round.
FindBoB has raised $1.0M in total across 1 funding round.
FindBob is an enterprise software company that builds an AI-driven transition and retention platform for insurance and financial‑services distribution networks, helping firms predict and prevent advisor attrition while enabling advisor succession, partial sales and M&A‑style transactions within private deal rooms.[5][1]
High‑Level Overview
For a portfolio company (FindBob as a product company)
Origin Story
Core Differentiators
Role in the Broader Tech Landscape
Quick Take & Future Outlook
FindBoB has raised $1.0M across 1 funding round. Most recently, it raised $1.0M Seed in December 2017.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Dec 1, 2017 | $1M Seed | Dave Wingert | Ames Seed Capital, Global Insurance Accelerator, MARS | Announced |
FindBoB has raised $1.0M in total across 1 funding round.
FindBoB's investors include Dave Wingert, Ames Seed Capital, Global Insurance Accelerator, MaRS.