Default company panoramic image
B3566279 56cb 46cf bc56 2073355e6a02

AdvisorDeck

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 advisordeck.com

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.

Team

  • Default avatar
    Lincoln R. Collins
    CEO

    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 .

  • Default avatar
    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.

  • Default avatar
    Priya Joseph
    CTO

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

  • Default avatar
    Cameron Nordholm
    CPO

    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

  • Default avatar
    Lincoln Collins
    Unconfirmed
    Default avatar
    Wade Dokken
    Unconfirmed