Gladstone Technology Partners LLC

Location:

555 North Lane Suite 5020ConshohockenPennsylvania19428United States View Map

Revenue:

$2.4 Million

Employees:

12

Phone:

(888) 539-6233
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Description:

Gladstone Analytics, a two-year-old software startup in Conshohocken, wants to make that transition easier. Gladstone's software puts a price on a financial advisor's book of business by looking at several factors, like a customer's distance to the financial advisor (which can determine if the customer will come back), age and length of the customer relationship. In the past, a financial advisor would have to pay an investment bank to do this kind of data crunching, said managing director Michael Morsell. That's what inspired the startup, which spun out of Conshohocken financial advisory consulting firm Gladstone Associates. Gladstone Associates was getting overwhelmed by requests for this type of service and couldn't handle it all.

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