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linkedFA

linkedFA is the largest social network for financial advisors to communicate with colleagues, clients, and prospects compliantly.

  • Stage Full Product Ready
  • Industry Internet / Web Services
  • Location Coral Springs, FL, USA
  • Currency USD
  • Founded February 2009
  • Employees 8
  • Website linkedfa.com

Company Summary

linkedFA is a social networking site for the financial advisory community that addresses FINRA and SEC regulations regarding electronic communication. Our platform allows advisors to use social media compliantly in a very simple, unobtrusive fashion. linkedFA also allows for integration of a member's other social networks and our mobile app provides for access on the go. Our partners: Thomson Reuters, Investor's Business Daily, SunGard and others

Team

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    Jason Bishara
    CEO, Founder

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    Stephen Prosser
    Director, Founder

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    Eric Levine
    Exec. VP National Sales

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    John Bishara
    Director of Marketing

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    John Gills
    Director of IT Development

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    Bruce Riengold
    Director of Finance

Advisors

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    Edwards Wildman, LLP
    Lawyer
    Unconfirmed
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    Marcum LLP
    Accountant
    Unconfirmed

Previous Investors

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    Previous Angel Investors (7)
    Unconfirmed