Built to safeguard the future of financial services

It started with a succession

FindBob began with a simple but powerful vision: protect the value of advice while supporting the professionals who provide it.

Founder Roland Chan lived the problem before he built the platform — as the successor to his family's insurance and investment firm, and later managing unexpected advisor departures across a distribution network. The gaps he kept hitting weren't personal failures; they were missing infrastructure. Retention, succession, and continuity were being run on spreadsheets, hallway conversations, and luck.

FindBob was created to replace that luck with a system — one platform where firms see risk early, advisors get tools they actually want, and books of business stay in-network when life happens.

Today, firms from the largest carriers in North America to independent broker-dealers run their advisor lifecycle on FindBob — protecting advisors, their clients, and the long-term stability of the industry.