Our vision is to improve financial health for all! Our first area of focus is to help financial advisors better serve and meet the needs of the growing number of clients and households who have completed financial plans, purchased life, annuity or other insurance products, and/or invested in financial services instruments.
We accomplish our goal through the intersection of human support, digital automation and leveraging artificial intelligence to offer unique and proprietary insights to our subscribers.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 6 Corporate Drive,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.getb2.com/
- Keywords
- Financial Services, Enriched Data, Financial Advisor, Insights on Demand, Advisor Resources, Financial Tools.
- HQ
- Shelton, CT
B2 Questions
B2's website is https://www.getb2.com/
B2's LinkedIn profile is https://www.linkedin.com/company/getb2
B2 has
7 employees.
View email and phone details for 7
employees at B2.
B2's industry is
Financial Services
B2's top competitors are
Encharge Llc,
Third View Private Wealth,
B2,
Risk & Insurance Associates,
Barnum Financial Group,
Transformation Leadership Of New England,
B2 Solutions,
B2,
Podify.io,
Everleagues.
B2's categories are Financial Services
B2's founding year is 2022
