Value proposition

The Transition Management Company for the insurance and financial services industry.

Founded in 2014, Find Bob is the leading provider of transition management platforms for the financial services industry. Our mission is to ignite growth conscious cultures by aligning advisor and firm interests for every financial institution in the world.

We help Advisors by making it easy to achieve their transition goals, provide a safe & anonymous way to discover opportunities and develop business relationships.

We help Firms facilitate internal transition outcomes so they can protect existing assets, recruit & retain talent, and generate new revenue streams.

We help Industry and Consumers by ensuring that practice owners are making good on the promise they made to clients by building practices made to last and that meet their fiduciary obligation.