Every insurance & financial service leader wants to protect their book of business. FindBob helps advisors discover opportunities within network, and empowers the enterprise with a transition management operating system that predicts and prevents attrition.

FindBob is a platform designed for the financial and insurance industries, helping advisors manage transitions, such as succession planning, acquisitions, and business continuity. The platform leverages advanced tools like personalized dashboards, matchmaking algorithms, and succession planning systems to enable financial advisors to buy, sell, merge, or partner with others. It is especially useful for advisors looking to manage their book of business, protect its value, and plan for long-term growth and transition. With a focus on preventing attrition, FindBob also helps enterprises manage their distribution network by assessing risks and talent gaps.

The company was established in 2018, and it has since partnered with major players like Raymond James Financial to provide a comprehensive platform for succession planning and acquisitions. By utilizing data analytics and a marketplace for advisors, FindBob is a valuable tool for both individual advisors and larger financial institutions looking to secure their future​