A global leader in advisor social-media compliance and digital client engagement, with built-in FINRA archiving—now part of the Yext Digital Presence Platform.
Founded: 2009
Headquarters: San Francisco, CA, USA
Ownership: Acquired by Yext (NYSE: YEXT)
Funding / valuation: $125M acquisition (Aug 2024)
Serves: Banks (wealth/large) — Wealth, insurance, large banks
Notable customers: Top banks, wirehouses, insurance carriers
Advisor and LO compliant social and SMS benefit from AI review that extends to generative and image content.
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