FindBob

Advisor retention and succession management platform for insurance carriers and financial services distributors.

Distribution & Sales Growth Seed

Overview

FindBob is a B2B SaaS platform focused on advisor retention and succession planning for insurance carriers, broker-dealers, RIAs, TAMPs, and large distributors. The platform provides enterprise home offices with tools to identify and mitigate advisor departure risk, manage advisor transitions, and facilitate succession within their distribution network.

The platform combines behavioral analytics, machine learning, and a closed internal marketplace to help organizations protect assets under management. Core capabilities include an AI-driven Advisor Volatility Index that scores departure risk for individual advisors in real time, a talent calibration layer that segments advisors by risk and production value, and deal-room infrastructure for structuring advisor-to-advisor transitions, partial sales, and continuity arrangements -- all within the firm's own ecosystem.

Founded in 2015 by Roland Chan and backed by seed funding led by Grinnell Mutual, FindBob reports protecting over USD 1.6 trillion in assets under management and USD 9.2 billion in gross production across 50,000+ agents and advisors. The company was named to the FinTech Global AIFinTech100 list in 2023 and is an alumnus of the Global Insurance Accelerator.

Products & Services

Advisor Volatility Index (VIX)

An AI-driven prediction tool that tracks real-time advisor behavioral signals and sentiment to forecast departure risk. Each advisor is assigned a risk score, and home offices receive proactive alerts and retention recommendations before churn occurs.

Key Features

Real-time behavioral signal monitoring
Individual advisor risk scoring
Automated proactive alerts to retention teams
Actionable retention recommendations

Target Users: Insurance carriers, broker-dealers, home office retention teams

Talent Calibration

An AI tool that segments advisors by production value and departure risk, enabling retention teams to prioritize outreach to high-impact, high-risk producers.

Key Features

Advisor segmentation by risk level and production value
Prioritized retention outreach recommendations
Distribution risk dashboard

Target Users: Home office sales and distribution leadership

Advisor Engagement Suite

A set of advisor-facing tools supporting practice valuation, deal structuring, continuity planning, and practice management.

Key Features

Book of business and practice valuation tools
Deal structuring for partial sales, full transitions, and continuity agreements
Continuity planning workflows and documentation
Practice management resources

Target Users: Individual advisors and agents within enterprise distribution networks

Private Marketplace & Deal Rooms

A secure, internal marketplace enabling advisors to explore buy, sell, merge, partner, or succession opportunities within their firm. Includes partial sale listings and succession readiness tools launched in 2024.

Key Features

Closed internal marketplace (firm-specific, not public)
Partial Sale Listing feature
Succession Readiness Tool
AI-driven deal structure analysis
Visual pipeline dashboards for deal administration

Target Users: Enterprise home offices and their advisor networks

Intelligent Retention Management

Real-time retention workflow tools including AI-driven retention playbooks, risk-based advisor segmentation, and automated workflow management.

Key Features

AI-driven retention playbooks tailored by advisor segment
Automated retention workflows
Transparent internal transaction tracking
Distribution risk monitoring

Target Users: Home office retention and distribution teams

At a Glance

Founded: 2015
Headquarters: Toronto, Ontario, Canada
Employees: 11-50
Funding: Seed

Category & Focus

Category: Distribution & Sales
Subcategories: Advisor Retention Succession Planning Distribution Risk Management Predictive Analytics
Insurance Verticals: Life & Annuity Group Benefits
Target Customers: Carriers, Brokers, MGAs/MGUs, Agents/Agencies