HaRborHarbor is a digital tools to help advisors turn leads into prospects.
Suggest an EditAbout HaRbor
Harbor has developed the first intelligent sales assistant for independent professionals like financial advisors, accountants, and lawyers, to automate their sales conversations and focus on running their business. It’s enterprise-quality sales execution at 50x lower cost than a sales specialist. Harbor Plan offers two different types of quizzes to choose from depending on needs: the Financial Health Quiz and the Investor Personality Quiz. The Financial Health Quiz will reveal the prospect's fin
Harbor has developed the first intelligent sales assistant for independent professionals like financial advisors, accountants, and lawyers, to automate their sales conversations and focus on running their business. It’s enterprise-quality sales execution at 50x lower cost than a sales specialist. Harbor Plan offers two different types of quizzes to choose from depending on needs: the Financial Health Quiz and the Investor Personality Quiz. The Financial Health Quiz will reveal the prospect's fin
Company Highlights
Employees
Total Investment Amt
Year Founded
2023
Employees4
Location (HQ)
USA
Since Last Funding
3 years 4 months
Total Investment Amt$100K
Last Funding Round
Seed
Key Metrics
Senior Hires
| Name | Linkedin Profile | Position | Date Joined |
|---|---|---|---|
| John Doe | https://www.linkedin.com/in/johndoe | CEO | CEO |
| Jane Doe | https://www.linkedin.com/in/janedoe | CTO | CTO |
| John Smith | https://www.linkedin.com/in/johnsmith | CFO | CFO |
| Jane Smith | https://www.linkedin.com/in/janesmith | COO | COO |
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Career Planning
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