关于我们
Enabling Financial HarMoney for Investors A Sales Enablement Platform for Financial Planners, Advisors, Therapists and Coaches A Customizable Analytics & Story Telling Platform for Asset Managers
- 网站
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https://www.seekinvest.com
SeekInvest的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Weston，MA
- 类型
- 私人持股
- 创立
- 2022
- 领域
- Lead Generation、Proposal Generation、Retention Generation、Sales Enablement、Portfolio Management、Fintech和Wealthtech
地点
-
主要
获取路线
US，MA，Weston，02493
SeekInvest员工
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Mike Dowhan
Fractional Sales Leader- Strategy, Incentive Compensation, Process, Training and Coaching for SMBs up to $50M
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Todd Roitfarb
Founder & CEO at SeekInvest | Philosopher | Business Leader - Do Good & Make Money!
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William Callahan
Founder of aVenture (Techstars NYC '23), the future of venture capital research
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Amelia Leigner
Chief Product Officer | GTM Strategist | Powering Startups with AI Tools (DM for access)