HARBOR

harbor-logo

Harbor has developed the first intelligent sales assistant for independent professionals like financial advisors, accountants, and lawyers, to automate their sales conversations and focus on running their business. It’s enterprise-quality sales execution at 50x lower cost than a sales specialist. Harbor Plan offers two different types of quizzes to choose from depending on needs: the Financial Health Quiz and the Investor Personality Quiz. The Financial Health Quiz will reveal the prospect's f... inancial situation, priorities, and goals. The Investor Personality Quiz will give that, plus important information about whether he or she is a confident or timid investor, interested in high-risk or low-risk, diligent or impulsive, reserved or tumultuous. Depending on the quiz the potential lead chooses, the answers provided give enough to qualify them as a good potential client as opposed to simply working with basic information like a first and last name and email from a contact form. Another major benefit of Harbor Plan is that it's a true multi-channel lead-generation platform, meaning that it can also send text, voicemails, and even phone calls in addition to emails. This is all done through a dedicated number within area code.

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HARBOR

Social Links:

Industry:
Career Planning Financial Services Security Software

Founded:
2017-01-01

Address:
San Francisco, California, United States

Country:
United States

Website Url:
http://www.harborplan.com

Total Employee:
1+

Status:
Active

Contact:
+844 215 3380

Email Addresses:
[email protected]

Total Funding:
100 K USD

Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API LetsEncrypt Content Delivery Network Nginx Euro Amazon


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Current Employees Featured

nicholas-moy_image

Nicholas Moy
Nicholas Moy Co-founder, COO and Head of Product @ Harbor
Co-founder, COO and Head of Product
2017-05-01

benjamin-dezile_image

Benjamin Dezile
Benjamin Dezile Head of Engineering @ Harbor
Head of Engineering
2019-02-01

william-rueter_image

William Rueter
William Rueter Founder and CEO @ Harbor
Founder and CEO
2016-07-01

Founder


colin-sidoti_image

Colin Sidoti

nicholas-moy_image

Nicholas Moy

william-rueter_image

William Rueter

Investors List

dcu-fintech-innovation-center_image

DCU FinTech Innovation Center

DCU FinTech Innovation Center investment in Non Equity Assistance - Harbor

techstars_image

Techstars

Techstars investment in Pre Seed Round - Harbor

excelerate-labs_image

Techstars Chicago

Techstars Chicago investment in Pre Seed Round - Harbor

right-side-capital-management_image

Right Side Capital Management

Right Side Capital Management investment in Pre Seed Round - Harbor

Official Site Inspections

http://www.harborplan.com

  • Host name: 198.49.23.145
  • IP address: 198.49.23.145
  • Location: New York United States
  • Latitude: 40.7157
  • Longitude: -74
  • Metro Code: 501
  • Timezone: America/New_York
  • Postal: 10013

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