Catchlight
Customer Engagement Platforms · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
245 Summer St, Boston, Massachusetts, 02...Phone Number
(800) 971-6150Website
www.catchlight.aiRevenue
$7.8 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Catchlight
Created in Fidelity Labs, Catchlight helps financial advisors grow their business by focusing on two simple, yet crucial questions: which prospect should I call next and what might they be interested in. Catchlight can gather up to 2,000 data points on a prospect. These data points can lead to insights which highlight specific needs or interests of a prospect, making it simpler for the advisor to take action, saving time and driving 2-3x improvement in conversion.Explore more
Catchlight Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$9.3M
11-50
Private
<$5M
2012
Jason HerberFounding Partner. Senior Wealth Advisor, Chief Financial Officer
<$5M
11-50
Private
-
1979
AI
Ariel ImasDivision President, Kingswood Investments Llc, Kingswood Capital Partners
Company Profile Activity
Activity Insights
Catchlight is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
Catchlight is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Catchlight.
Catchlight Tech Stack
A closer look at the technologies used by Catchlight
Most Recent Scoops
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Event
Product Marketing, Events, Training, Sales, Financial Systems, Software, Field /Outside Sales, Artificial Intelligence, Field Marketing, Finance, Financial Operations, Operations
Open Position
Open Position
Catchlight News & Media
Snappy Kraken Announces Integration With Catchlight to Scale Personalized Prospect Engagement, Completes SOC 2 Type 2 Certification
ORMOND BEACH, Fla.--(BUSINESS WIRE)-- #AI--Integration offers advisors and enterprises the ability to implement personalized prospect engagement with relevant messaging at scaleMariner Teams Up with Catchlight to Boost Organic Growth
Leveraging Catchlight, Mariner Advisors Can Enhance Client & Prospect Experience Leveraging Catchlight, Mariner Advisors Can Enhance Client & Prospect ExperienceCatchlight Releases Beta of ‘Lead Routing’, a Revolutionary AI-Enabled Model to Connect a Prospect to the Right Advisor & Help Increase Likelihood of Conversion
Leading fintech company adds offering to increase pipeline generation efficiency through hyper-segmentation. Leading fintech company adds offering to increase pipeline generation efficiency through hyper-segmentation.Mercer Advisors Upgrades Its Organic Growth Processes With Catchlight
BOSTON & DENVER--(BUSINESS WIRE)--Aiming to bolster organic growth and ensure highly tailored engagement with potential clients, Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), will fortify its digital, direct-to-consumer sales and marketing campaigns with Catchlight. Mercer Advisors, among the fastest-growing RIAs with more than 290 advisors and 85 offices nationwide, has built a powerful growth process and will add Catchlight as an integral co
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Frequently Asked Questions Regarding Catchlight
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Created in Fidelity Labs, Catchlight helps financial advisors grow their business by focusing on two simple, yet crucial questions: which prospect should I call next and what might they be interested in. Catchlight can gather up to 2,000 data points on a prospect. These data points can lead to insights which highlight specific needs or interests of... Read More
