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ConnectRoot

About ConnectRoot, LLC Proven results for financial services professionals ConnectRoot serves the financial industry as a networking source and assessment firm making qualified referrals and managing relationships based on client needs. We provide creative solutions, introduce synergistic relationships, and facilitate access to human resources. ConnectRoot represents smaller firms and independent professionals. We call these talented resources solution providers. As our network grows, so do our capabilities. The firm’s first client contacted ConnectRoot to help with the launch of their new investment platform. Knowing that our firm is deeply rooted in the industry, with contacts necessary for them to reach their goals, within 24 hours ConnectRoot referred two viable clients (in this case, advisory firms). Initial phone conversations led to in-person meetings within a week. Our expertise encompasses all facets of the financial services industry.

Free account • No credit card • 5 profiles/day

Financial Services 1 Employees Found Founded 2013 10 Similar Companies
1 Employees Found
91% Email Coverage
$200.0K Est Revenue
1 Office HQ
10 Similar Companies
Jun '26 Last Verified

ConnectRoot – Company Information

Financial Services
Founded 2013
PR Advertising Web Design and SEO Marketing Training Event Planning Speakers Writers Entertainers Employee Referrals Advisors Transition and Recruiting Wholesaler Sales Training

Frequently asked questions about ConnectRoot

What is ConnectRoot email format?

The widely used ConnectRoot email format is {first} (e.g. john@connectroot.com) with 100% adoption across the company.

What is ConnectRoot customer service number?

To contact ConnectRoot customer service number in your country click here to find.

Who are the decision makers in ConnectRoot?

The decision makers in ConnectRoot are Kelly Newsome, etc. Click to Find ConnectRoot decision makers emails.