Innovation intelligence brief
Innovation intelligence brief
A growth, transition and succession planning tool for financial advisors and insurance agents, utilizing machine learning and elements of gamification for asset protection.
What became of it
Completed · Medium confidence · Last verified 2026-10-17
As catalogued
Succession and continuity planning tool for financial advisors and insurance agents using machine learning and gamification to protect books of business.
2026 reality
FindBob Inc. (Toronto; founded 2014) markets an 'advisor lifecycle platform' for wealth-management and insurance firms with three modules: early detection of at-risk advisors, daily advisor engagement (valuation, succession planning, marketplace) and book transitions (deal structuring, private deal rooms, transition oversight). It cites 50,000+ agents and advisors, USD 2T AUM 'under protection', and customers including Raymond James, AssetMark, Manulife, HUB Financial and Grinnell Mutual; integrations include OpenAI, Claude and Gemini (site © 2026).
The tool expanded from advisor-facing succession planning into an enterprise platform sold to carriers, broker-dealers and networks, adding advisor-attrition risk detection and book-transition deal management, with Enterprise and Starter tiers.
carriers and wealth firms, which lose assets when advisors retire or leave, are the economic buyers; selling enterprise-wide retention analytics captures that value better than advisor subscriptions.
a specialised niche player in advisor succession and book retention spanning insurance and wealth distribution; few insurance-specific competitors.
Third taxonomy
REVIEW · Fetched findbob.io/about (founded 2014 by Roland Chan, Toronto; 2018 and 2023 recognitions; © 2026 FindBob Inc.); independent trade press confirms the enterprise and white-label deals (Raymond James). Removed the stale search-budget note and added a press source.
Documented evidence
Startseite