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CRM for financial advisors with CRM Intelligence

  • Stage Product In Development
  • Industry Financial Services
  • Location Princeton, NJ, USA
  • Currency USD
  • Founded June 2013
  • Employees 3
  • Website

Company Summary

Bullishly is a cloud-base interactive CRM for financial advisors that allows them to know, to retain, to connect with clients better than Salesforce and RedTail.


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    Robert Kao
    Founder, CEO

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    Lawrence Lee
    Co-Founder, COO

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    Dante Sarigumba
    Co-Founder, CTO

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    Peng Li

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    Beth Marcus