Financial advisor recruiting platform provider FA Match says it has received $1 million in funding from a number of industry VIPs.
The latest investors include industry entrepreneurs Ron Carson of Carson Group; Jason Wenk, founder of Altruist and Formula Folios; Brian McLaughlin of Redtail Technology; and Steve Lockshin of AdvicePeriod and Vanilla.
FA Match says it plans to use its latest funding to boost marketing efforts that target wirehouse firms, banks, RIAs, hybrid RIAs and offices of supervisory jurisdiction (OSJs). The firms also aims to launch more advanced analytic features to its platform in 2021.
“We’re also thankful to our impressive bench of investment partners,” Ryan Shanks, co-founder and CEO of FA Match, said in a statement. “I hold each and every one of these individuals at the highest level of respect, and for them to have a stake in FA Match’s future is truly humbling. Together, we’re going to take this to the next level.”