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B3566279 56cb 46cf bc56 2073355e6a02


A social app marketplace that connects the retail financial services industry to grow sales while ensuring regulatory compliance

  • Stage Full Product Ready
  • Industry Internet / Web Services
  • Location San Francisco, CA, USA
  • Currency USD
  • Founded January 2012
  • Employees 4
  • Website

Company Summary

AdvisorDeck connects the retail financial services industry with powerful compliance and marketing solutions: for the financial advisor an integrated social and inbound marketing platform with easy client analytics and content from many providers; for the broker dealer a compliance approval and archiving solution to meet FINRA requirements; for product manufacturers a content publishing marketplace.


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    Lincoln R. Collins

    Lincoln was CEO of The Hartford Life, Ltd a de novo European Life insurer which raised $2.5 billion AUM in 4 years and was sold to Berkshire Hathoway and COO of American Skandia .

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    Wade Dokken
    VP Sales

    Wade was previously CEO and CDO of American Skandia which was the number one seller of variable annuities in the independent broker dealer channel, raising over $45 billion in AUM before being sold to Prudential Financial for $1.2 billion.

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    Priya Joseph

    Priya brings deep software development experience from Microsoft, Symantec, VMware and startups like Cassatt in Principal Architect and Principal Engineer capacities.

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    Cameron Nordholm

    Cameron is a former PM and Associate Director at PBS Digital and has led product on consumer and enterprise applications serving hundreds of millions of impressions.

Previous Investors

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    Lincoln Collins
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    Wade Dokken