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Empowering Advisors, Protecting the Value of Advice

Built to Safeguard the Future of Financial Services

office_vertical

2015

year founded

50
k

agents & advisors

$1.6
t

in AUM under protection

$9.2
b

in Gross Production under protection

 

Founded in 2015

Our story begins with a simple but powerful vision: to protect the value of advice while supporting the professionals who provide it. Inspired by CEO Roland Chan’s own journey as the successor to his family’s insurance and investment firm—and the challenges he faced managing unexpected departures in his distribution—FindBob was created to solve the critical issues of retention, succession, and continuity planning in the insurance and financial services industries.

Recognizing the unique challenges faced by advisors and enterprises—whether it’s managing transitions, retaining talent, or planning for the future—FindBob empowers advisors, protects consumers, and ensures the long-term stability of the financial services industry. Through AI-driven insights, personalized tools, and a commitment to excellence, we’ve built a platform that simplifies these complexities and delivers measurable impact.

Today, we proudly serve some of the largest enterprises in life, annuities, property & casualty, and wealth management, helping them and their advisors succeed at every stage of the journey.

nashville
findbob_office
acclientsc_091615_0083
 

Founded in 2015

Our story begins with a simple but powerful vision: to protect the value of advice while supporting the professionals who provide it. Inspired by CEO Roland Chan’s own journey as the successor to his family’s insurance and investment firm—and the challenges he faced managing unexpected departures in his distribution—FindBob was created to solve the critical issues of retention, succession, and continuity planning in the insurance and financial services industries.

Recognizing the unique challenges faced by advisors and enterprises—whether it’s managing transitions, retaining talent, or planning for the future—FindBob empowers advisors, protects consumers, and ensures the long-term stability of the financial services industry. Through AI-driven insights, personalized tools, and a commitment to excellence, we’ve built a platform that simplifies these complexities and delivers measurable impact.

Today, we proudly serve some of the largest enterprises in life, annuities, property & casualty, and wealth management, helping them and their advisors succeed at every stage of the journey.

 

Our Values Drive Our Mission

Guided by Purpose, Committed to Protecting the Value of Advice and Empowering the Future of Financial Services

Protect

Protect the Value of Advice

We believe that advice is a cornerstone of financial security, and we’re dedicated to preserving its integrity and accessibility for consumers.

Empower

Empower Through Innovation

We leverage cutting-edge technology to create tools that help advisors and enterprises navigate transitions, reduce attrition, and plan for the future.

People

Put People First

We focus on supporting the human element behind every relationship, empowering advisors to succeed and enterprises to build lasting partnerships.

Built to Last

Build for Long-Term Impact

Our mission is to create scalable, sustainable solutions that help secure the future of financial advice and protect the consumers it serves.

Simplification

Simplify the Complex

We cut through the intricacies of succession planning and retention with intuitive tools and actionable insights.

Integrity

Act with Integrity

We are committed to transparency, trust, and excellence in everything we do, ensuring that our solutions align with the best interests of advisors, enterprises, and consumers.

Meet the amazing team behind our company

Roland Chan

Founder & CEO

Michael Gerbone

VP of Engineering

Akilah Blackett

Head of Customer Success

Gianpeter Sacco

Engineer

Jacob Stephens

Customer Success

 

Read what the press is saying about our company

globe

“Clients depend on their financial advisors to help plan their retirement, create a solid investment portfolio and execute financial plans. But what happens if an advisor is hit by a bus? Will their clients be left in limbo?”


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ae

“Selling or buying an advisory business takes plenty of prep work. To get an edge on the process, advisors should understand trends influencing sales and purchases.”


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wp-grayscale

“In this Wealth Professional Canada article our CEO discussed the current state of the succession marketplace for insurance and financial advisors.”


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Recognition

Winners of FinTech Global AIFinTech100 2023, InsurTechQC, InsurTechTO, IASA Tech Tank sponsored by AWS, and nominated by Digital Finance Institute for Canadian FinTech Startup of the Year 2018