
The Couplr fintech enterprise SaaS solution uses smart technology to match financial advisors with the best warm inbound clients for them across a variety of human and financial dimensions. Think eHarmony for financial services.

The Couplr fintech enterprise SaaS solution uses smart technology to match financial advisors with the best warm inbound clients for them across a variety of human and financial dimensions. Think eHarmony for financial services.
Elevator: Enterprise SaaS that matches financial advisors with compatible clients using behavioral-science-driven matchmaking
Customers: Targets insurance and wealth-management firms with white-label Find-an-Advisor experiences
Tech: Compatibility engine using 1,300+ behavioral data points
Size: Reported team of 3 employees
Funding: Seed round closed Feb 27, 2025; total funding reported as $250,000 USD
Fintech / enterprise SaaS for advisor-client matchmaking in insurance and wealth management.
2021
Financial Services; FinTech; Enterprise SaaS
250000.00