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

  • 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 .

  • 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.

  • Priya Joseph
    CTO

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

  • 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.

  • Lincoln Collins

Previous Investors

  • Lincoln Collins
    Unconfirmed
    Wade Dokken
    Unconfirmed

Starting a startup?

Join the world's largest startup network for guidance, tools, and fundraising opportunities.

Get Started for Free