FindBob, a Toronto, Canada-based provides transition management platforms for the financial services industry, closed an over USD$1.25m seed funding.
The round was led by Grinnell Mutual with participation from MaRS Investment Accelerator Fund and Ames Seed Capital, with participation from the Global Insurance Accelerator and Canadian and U.S.-based angels.
The company intends to use the funds to grow its sales and marketing teams, expand into additional U.S. markets and execute on its multi-generational product roadmap.
Led by Roland Chan, founder and CEO, FindBob provides white-labelled enterprise transition management platforms for the financial services industry. It supports transition behavior among financial professionals and their firms (Carriers Agencies, Brokerages, RIAs) in order to perpetuate and protect their book of business. Company principals can take control of their futures on a secure digital channel and discover opportunities to buy, sell, merge, partner or address succession. The enterprise platform includes all the tools and analytics to identify growth opportunities, as well as a dedicated concierge support for advisors.