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advisorCONNECT is an enterprise MaaS (Marketing as a Service) platform for financial advisory firms.

  • Stage Full Product Ready
  • Industry Software
  • Location New York, NY, US
  • Currency USD
  • Founded August 2013
  • Employees 5
  • Website

Company Summary

advisorCONNECT is an enterprise MaaS (Marketing as a Service) application for financial advisors and insurance agents. We currently provide services for new hire onboarding and lead management.

We have agreement on a paid pilot and accelerated roll out plan with a Fortune 100 firm. We also have several additional pilots underway with firms of comparable size. We monetize through enterprise and individual license fees as well as usage fees (based on the amount of data used).


  • Jt profile
    Founder and Chief Marketing Officer

    Jeff has experience in three prior social media and marketing start-ups. Prior to advisorCONNECT. His previous startup, SocialPicks, won best startup in the NYSE’s Big Startup competition. Jeff wrote his master’s thesis on Social Networking Theory while studying as a Marshall Scholar at Oxford University and graduated magna cum laude in Government from Cornell University.

  • Jimmylyons 167
    Founder and Chief Executive Officer

    Jimmy brings nearly a decade of experience in financial services, most recently as a Trust and Estate Planner at BNY Mellon. He experienced the inefficiencies of client prospecting firsthand and has been recognized for his progressive and innovative client acquisition strategies. Jimmy has recently shared his experiences at Columbia Business School and his alma mater, the University of Wisconsin-Madison.

  • Image
    Founder and Chief Data Officer

    A Stanford-trained economist and graduate of the first class of Cornell Tech, Lauren was the lead programmer for Mayor Mike Bloomberg's Office of Data Analytics (during which time she developed a location-based system in Python to respond to the flood of 911 calls in the aftermath of Hurricane Sandy). Lauren’s also an accomplished entrepreneur recognized by the prestigious Forbes 30 under 30 this year for her start-up, Pvll.

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    Chief Technology Officer

    Originally from New Orleans, Michael is a 25-year veteran of the technology from the financial services industry. He has worked on Wall Street in capacities ranging from network security engineer to unix systems administrator. Most recently he was departmental manager of an application development staff of 300 and a $30MM budget at JP Morgan Private Bank.