Harbor Plan
Curated by SignalClient communication solutions enhancing engagement for wealth managers and professionals.
Overview
Harbor Plan is a fintech company that offers communication solutions designed for wealth managers. The platform includes features such as secure messaging, video conferencing, and collaborative financial planning tools, aimed at improving interactions between advisors and clients. It targets independent professionals, including registered investment advisors, insurance agents, and attorneys. Harbor Plan provides tools for tracking prospects, includes built-in content for lead generation, and offers a paid lead service. The platform seeks to automate the sales process and deliver customized messaging to enhance engagement with prospects, with the goal of optimizing client relationships and improving sales outcomes.
Key facts
- Founded
- 2017
- Headquarters
- Boston, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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Contact
- Primary office
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- Phone
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