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Couplr
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…
Couplr
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…
TL;DR
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
Company Overview
Problem Domain
Fintech / enterprise SaaS for advisor-client matchmaking in insurance and wealth management.
Founded
2021
Industry
Financial Services; FinTech; Enterprise SaaS
Funding Track Record
250000.00
Founders
What we do
Join the Team
Startup jobs. A lot of them.
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