FindBoB
FindBob Ltd. is a Canadian SaaS company that provides AI-driven advisor retention, succession planning, and practice transition software to broker-dealers, RIAs, insurance carriers, IMOs/FMOs/MGAs, and individual financial advisors and insurance agents across North America.
- Company typePrivate
- Founded2015
- HeadquartersToronto, Canada
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What FindBoB does
FindBob Ltd. is a Canadian-headquartered enterprise SaaS company building AI-driven retention, succession, and practice-transition software for the wealth management and insurance industries. The platform combines behavioral analytics, machine learning, and proprietary matching algorithms to help broker-dealers, RIAs, wealth management firms, and insurance carriers (life, P&C, annuity) predict advisor attrition risk, calibrate high-impact talent, execute practice transitions through private marketplaces and Deal Rooms, and run succession planning at scale. Core differentiated modules include the Advisor Volatility Index (VIX), AI Talent Calibration, the Behavioral Analytics & Learning Engine, Next-Best-Action recommendations, DCF-based Valuation Tools, Intelligent Matchmaking, and Visual Pipelines with case workflow automation. The platform is offered to enterprises in a white-label/OEM construct and to individual advisors and agents through a self-serve marketplace tier.
The go-to-market blends direct enterprise field sales with channel distribution through IMOs, FMOs, MGAs, and broker-dealers, supplemented by NAIFA state-chapter partnerships. Flagship deployments include the Raymond James Practice Exchange (launched October 2021), FMH Bridge (rolled out to all 39 states in August 2019), NAIFA-Texas Connex (February 2020), and partnerships with HUB Financial, Grinnell Mutual, Financial Horizons, AssetMark, and Manulife Wealth. Revenue is generated through enterprise SaaS subscriptions (quote-based, sized to advisor network and feature tier) and individual advisor subscriptions priced at $0 / $22.99 per month / $250 per year; no transactional take rate is currently applied on the public marketplace. Operations are based in Richmond Hill, Ontario and Nashville, Tennessee, with a disclosed footprint of 50,000+ advisors served, $1.6 trillion in AUM under protection, and $9.2 billion in gross production under protection.
Founded in 2015 by Roland Chan from his personal experience with succession challenges at his family insurance business, FindBob has raised approximately $1.3 million in disclosed funding across rounds through 2019 from investors including Loyal VC, Ames Seed Capital, Global Insurance Accelerator, Grinnell Mutual (strategic lead), and MaRS Investment Accelerator Fund. The company remains privately held and founder-controlled, with no public listings, no disclosed institutional recapitalizations since 2019, and a small in-house team spanning engineering, customer success, and product. Recent signals include continued product launches through 2021, AIFinTech100 recognition in 2023, and an active blog and PR footprint through 2025 indicating ongoing operating activity rather than scaled-up Series-stage growth.
FindBoB firmographics
Firmographics- Name
- FindBoB
- Legal name
- FindBob Ltd.
- Website
- https://findbob.io
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- FindBob Ltd. is a Canadian SaaS company that provides AI-driven advisor retention, succession planning, and practice transition software to broker-dealers, RIAs, insurance carriers, IMOs/FMOs/MGAs, and individual financial advisors and insurance agents across North America.
- Ownership category
- akta.pro rank
FindBoB industry classification
Industry- Product category
- Wealth Management & Insurance Advisor Retention Software
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Buy-Side Search & Acquisition Advisory (FSAEAIAD)
Keywords
Where FindBoB is headquartered
LocationHeadquarters
- HQ city
- Toronto
- HQ country
- Canada
- HQ region
- North America
Offices2 records
Markets served
FindBoB business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Enterprise SaaS Subscription: FindBob offers its platform to enterprises (wealth management firms, insurance companies, broker-dealers, carriers) on a SaaS subscription basis. Enterprises receive white-labelled access for their advisor/agent networks, with pricing based on network size, feature tiers, and customization requirements. The platform is described as a customizable and branded SaaS solution.
- Transaction / Take Rate (Marketplace): FindBob facilitates marketplace transactions for practice buying, selling, merging, and partnering. While the public marketplace has fixed subscriptions with no additional fees or commissions, enterprise versions may include transaction-based components for deal facilitation.
- Individual Advisor Subscriptions: Individual advisors and agents can subscribe to the public FindBob marketplace with tiered plans (Basic at $0, Professional at $22.99/month, Executive at $250/year). These self-serve subscriptions provide access to practice management tools, marketplace participation, and deal facilitation features.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Pay-as-you-go | Free entry-level tier with pay-per-use messaging |
| Subscription | Monthly | Mid-tier subscription at $22.99/month |
| Subscription | Annual | Premium annual subscription at $250/year |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels6 records
FindBoB product offering
Product offeringCore offering
FindBoB is an AI-driven SaaS retention enablement platform that helps insurance and financial services enterprises retain advisors/agents, manage practice transitions, and plan succession. It combines predictive retention analytics (Advisor Volatility Index, AI Talent Calibration), a white-labeled matchmaking marketplace with secure Deal Rooms, and a full suite of practice management tools (valuation, financing, continuity, succession readiness) sold via direct enterprise subscriptions and offered in white-labeled form to enterprise clients.
Product overview
FindBob is an enterprise retention enablement platform for insurance and financial services companies. The core platform combines AI-driven insights and powerful tools to help enterprises retain advisors, protect assets, and drive seamless transitions. The platform operates as a unified system with AI Talent Calibration and the Advisor Volatility Index (VIX) as core predictive analytics modules; Marketplace, Deal Room, and Valuation Tools as the transaction/succession suite; Practice Management Suite covering valuation, financing, continuity, and succession readiness; and Retention Management with Visual Pipelines and Case Workflow for home office teams. The platform also includes Behavioral Analytics & Learning that uses machine learning to continuously improve matching and risk assessment.
Differentiator
Problem solved
Functional benefit
Products and services
- Advisor Retention Platform Enterprise retention enablement platform for insurance and financial services combining AI-driven insights and tools to retain advisors, protect assets, and drive seamless practice transitions and succession.
- Valuation Tools Provides financial advisors and insurance agents with data-driven DCF and Multiple-of-Revenue practice valuations for their books of business.
- Deal Room Secure, private digital M&A marketplace for advisors to buy, sell, merge, or partner on books of business with confidentiality, deal structuring, and valuation tools.
- Financing Tools Customized lending and repayment calculators that simplify deal financing and cash flow analysis for advisors executing practice transitions or acquisitions.
- Succession Readiness Helps advisors evaluate preparedness for retirement and create actionable next steps for transitioning their business.
- Continuity Planning Guides advisors in building business resiliency plans and filing essential documentation in case of unexpected events.
- Partial Sales Tool Allows advisors to sell segments of their book of business with precision and flexibility.
- Talent Inventory Helps home offices take stock of their talent pool, including age demographics, candidate quality, and runway to develop replacements for key producers.
- Calibration (Advisory Calibration) Automatically calculates risk and impact of loss within distribution down to the individual advisor or agent level, with group assessments to set platform priorities.
- Visual Pipelines Organizes, tracks, and streamlines case management with customizable pipelines for succession and retention management.
- Case Workflow Automates case management tasks and suggests activities based on what the platform learns about distribution and organizational priorities.
- Reporting Suite Pipeline and activity reports that identify risks and stalled cases, marketplace engagement reports, and ROI tracking for retention initiatives.
- Marketplace (White-labeled Private Marketplace) White-labeled private marketplace enabling advisors to discover opportunities for growth, partnership, and succession within their distribution network.
- Practice Exchange (white-labeled Raymond James deployment) White-labeled partnership-enabled platform launched with Raymond James Financial, combining a marketplace, practice management tools, education, and M&A capabilities for the firm's financial advisors.
Quantifiable outcome
- 50,000+ agents and advisors served across the platform
- +2 more outcomes
Companies that use FindBoB
Customer profileNamed customers9 records
Segments6 records
Ideal customer profiles3 records
FindBoB technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability7 records
Feature9 records
FindBoB partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered flagship, core and minor.
- Raymond James FinancialflagshipFindBob partnered with Raymond James Financial to develop and launch the 'Practice Exchange' platform — a comprehensive succession planning platform for Raymond James financial advisors. The platform comprises a marketplace, enhanced practice management, education, and M&A tools. Powered by FindBob's cloud-based technology with sophisticated matchmaking algorithms, it serves as a one-stop location for advisors to develop and implement succession or acquisition strategies.
- NAIFA-TexascoreNAIFA-Texas collaborated with FindBob to launch 'Connex,' a new digital member benefit tool to help NAIFA-Texas members address both growth and perpetuation goals. Connex includes educational content, practice management tools, dashboards, benchmarking data, and a marketplace with networking and M&A features. FindBob CEO Roland Chan noted this was the first NAIFA state organization to provide members with this tool.
- Farmers Mutual Hail (FMH)flagshipFMH collaborated with FindBob to launch 'FMH Bridge,' an agency support tool designed to help identify growth opportunities and facilitate business transitions for FMH agents. After a successful six-month pilot in Iowa and Kansas, FMH rolled out the tool nationwide to all 39 states in its footprint. FMH President and CEO Ron Rutledge cited the tool's effectiveness in easing the process of developing transition plans and facilitating easier business transitions for customers.
- HUB FinancialcoreHUB Financial, Canada's leading Managing General Agent (MGA), created a proprietary relationship with FindBob to offer a platform for buying and selling blocks of insurance and investment businesses. The platform is described as a 'dating site' for buyers and sellers, helping HUB Financial advisors identify nearby investment specialists for partnerships. HUB executives Andrew Fink and Aly Damji described the platform as providing actionable solutions and helping uncover talent gaps and risks.
- Financial HorizonscoreFinancial Horizons partnered with FindBob to enhance the availability of their web-based succession planning platform. The platform enables advisors to dive deep into their goals, activities, and current and future status using machine learning and predictive technology. Financial Horizons validated strategies around agent intelligence, uncovering gaps and risks while developing actionable solutions.
- AssetMarkminorAssetMark is listed as a client logo on FindBob's website, indicating a commercial relationship for advisor retention and succession management solutions.
- NAIFA (National Association of Insurance and Financial Advisors)coreFindBob has been featured in multiple NAIFA-Texas communications and press releases. NAIFA national has also featured FindBob's thought leadership content. The relationship extends through state-level NAIFA chapters like NAIFA-Texas that white-label the platform as a member benefit.
Scale indicators5 records
Recent moves6 records
Expansion highlights6 records
FindBoB competitors and assessment
Company assessmentBroad incumbents
- Salesforce Financial Services Cloud: Horizontal CRM platform with a dedicated financial-services edition, increasingly used by wealth and insurance firms; a broad incumbent that could absorb parts of FindBob's advisor-engagement stack.
- Envestnet: Large incumbent wealth-management platform with Tamarac CRM, risk analytics, and advisor tools — broad overlap with FindBob's enterprise stack and a likely competitor for enterprise wallet share.
- SS&C Advent (Black Diamond): Wealth management technology provider with portfolio management, reporting, and advisor workflows; a broad incumbent that could expand into retention and succession analytics.
- Orion Advisor Solutions: Wealthtech incumbent offering portfolio accounting, CRM, and advisor technology — competes for the same enterprise relationships and could embed retention-analytics functionality.
Direct peers
- Practifi: Practice management platform for advisory firms covering CRM, workflow, and client engagement; overlaps with FindBob's enterprise practice-management and engagement tooling.
- FP Transitions: Specializes in M&A advisory, practice valuations, and succession consulting for financial advisors — the closest direct competitor to FindBob's marketplace and Deal Room functionality.
- Redtail Technology: Leading CRM and workflow platform purpose-built for financial advisors; competes for the same practice-management workflow real estate and increasingly adds analytics-adjacent capabilities.
- Truelytics: Provides business intelligence, valuation, and succession-readiness analytics for financial advisors, overlapping directly with FindBob's Talent Inventory, Calibration, and AI-driven analytics modules.
- Junxure (Black Diamond): Practice management and CRM solution for RIAs and financial advisors, with workflow automation that competes with FindBob's visual pipelines and case management functionality.
Emerging players
- Riskalyze: Risk-tolerance and analytics tool for financial advisors — adjacent to FindBob's behavioral analytics theme and increasingly expanding into broader advisor-intelligence workflows.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
FindBoB social profiles
Digital presenceFindBoB financial estimates
Financial estimateRevenue estimate
Valuation estimate
FindBoB leadership team
Management profileNumber of profiles
Profiles6 records
FindBoB funding detail
Funding detailFunding overview
Funding rounds4 records
Investors6 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
FindBoB M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about FindBoB
What does FindBoB do?
FindBoB is an AI-driven SaaS retention enablement platform that helps insurance and financial services enterprises retain advisors/agents, manage practice transitions, and plan succession. It combines predictive retention analytics (Advisor Volatility Index, AI Talent Calibration), a white-labeled matchmaking marketplace with secure Deal Rooms, and a full suite of practice management tools (valuation, financing, continuity, succession readiness) sold via direct enterprise subscriptions and offered in white-labeled form to enterprise clients.
Is FindBoB a public or private company?
FindBoB is a private company. It is classified as venture growth investor backed and is currently operating.
When was FindBoB founded?
FindBoB was founded in 2015. It employs 1 to 10 people.
Where is FindBoB based?
FindBoB is headquartered in Toronto, Canada, in the North America region.
How does FindBoB make money?
Three revenue lines are on record. Enterprise SaaS Subscription is the primary driver. The others are transaction / Take Rate (Marketplace) and individual Advisor Subscriptions.
Who are FindBoB's main competitors?
Broad incumbents on record are Salesforce Financial Services Cloud, Envestnet, SS&C Advent (Black Diamond) and Orion Advisor Solutions. Direct peers are Practifi, FP Transitions, Redtail Technology, Truelytics and Junxure (Black Diamond). Riskalyze is listed as an emerging player.
Does FindBoB have an API?
No public API is recorded for FindBoB.
What industry is FindBoB in?
FindBoB's product category is Wealth Management & Insurance Advisor Retention Software. Its primary akta.pro industry code is FSAEAIAD, Buy-Side Search & Acquisition Advisory. Its SIC code is 8742.