
SocialMatters.ai helps financial wealth advisors connect, qualify, and grow their business using AI. We are a virtual sales assistant, leveraging AI technology to set up and manage a Salesforce account on your behalf while also driving leads to help you close more deals. In short, we prospect and manage your entire sales funnel so all you have to do is close.

SocialMatters.ai helps financial wealth advisors connect, qualify, and grow their business using AI. We are a virtual sales assistant, leveraging AI technology to set up and manage a Salesforce account on your behalf while also driving leads to help you close more deals. In short, we prospect and manage your entire sales funnel so all you have to do is close.
What they do: AI virtual sales assistant for financial wealth advisors that prospects and manages Salesforce to drive leads
Founder: John Mao listed as Founder
Funding (claimed): USD 1,200,000 (last funding date 2015-01-01) reported in company snapshot
Sales automation and lead generation for financial wealth advisors
Sales automation / FinTech (wealth management focus)
1200000.00