Find the right partner, not just any lead
Describe who you're looking for in plain English. Marketplace finds matching advisors across the network — and nothing connects until the other side accepts.
Describe it, don't build a filter form
Type what you're looking for in plain English — location, AUM, credentials, goals — and AI Mode returns matching partners. Refine with a follow-up instead of rebuilding the query.
See it as a list, or see it on the map
Toggle between card-based results and an interactive map. Hover a pin to highlight its card, or the reverse, to judge geographic fit before you ever reach out.
Interest, gated on consent
Express interest in a partner and nothing happens until they accept. Sellers see every incoming interest in one place and decide who gets a conversation — no cold outreach, no surprise emails.
Everything the advisor lifecycle needs
Risk, engagement, and transition — every feature connected in one system, for both sides of the relationship.
Built alongside the firms that run it
Every block is shaped with the home offices and advisors who use it every day.
"FindBob has been a tremendous and collaborative partner in bringing to life and customizing this extensive platform so that Raymond James advisors can fully benefit from this comprehensive offering."
"It's exciting to work with a vendor as experienced as FindBob, but who still brings a fresh resource to the insurance industry. Many of our agents are in either acquisition mode or approaching retirement, and this provides a great way to expand their options beyond their personal network."
"Providing value-added support to our agency partners is a key strategy at FMH. Looking for opportunities to grow or develop a transition plan for a book of business can be challenging for agents, and this tool is meant to ease that process as well as facilitate easier business transitions for customers."
"When your clients know you're gone, they're motivated to look for someone else — the advisors in the marketplace know you're gone too, and they're motivated to get your client. How long is your client going to stay with your practice?"
Enterprise scale, or your first building block. Same platform.
Works with the tools your firm already uses
E-signature, accounting, and AI — connected in minutes.
