Signal Advisors
Software platform for independent financial and insurance advisors.
Company facts
- Founded
- 2018
- Employees
- 130
- Headquarters
- United States
- CEO
- Patrick Kelly
- Type
- Private
- Funding
- Series B · $51M · 2021
- Subsidiaries
- Signal Wealth
About
At Signal Advisors, we’re passionate about reinventing the Independent Marketing Organization (IMO) model for financial advisors. Our team knows that in today’s fast-paced financial landscape, traditional methods often fall short. That's why we have combined market-leading services and cutting-edge technology to empower advisors to efficiently serve their clients. Our platform is designed from the ground up, ensuring a seamless experience for every advisor we partner with. Founded in 2020, Signal Advisors is driven by a commitment to help top financial advisors scale their businesses in ways that were once deemed impossible. We simplify processes through our end-to-end software platform, allowing advisors to focus on what truly matters—building relationships and growing their client base. We understand the challenges advisors face, and that’s why we’ve developed solutions like TruePay, offering commission payments within 24 hours of submission, and our Marketing Dashboard, which automatically tracks marketing metrics to measure success without manual effort.