Insights

Strong Industry Expertise Anchor Advisory Services has a highly experienced team with over 36 years in financial wholesale, and a track record of raising more than $8 billion, positioning them as a key partner for firms seeking to enhance their sales and distribution channels.

Recent Acquisition Edge The recent acquisition by Praxis Solutions and integration of AI technology with AlphaTrAI indicates growth and a focus on innovative solutions, creating opportunities to target firms interested in advanced sales automation and technology-driven distribution support.

Expanding Client Support With recent hires of client associates and a focus on professional and cost-effective business development services, there is potential to upsell tailored scheduling, coaching, and sales support solutions to financial firms seeking increased productivity.

Technology-Driven Approach Utilizing diverse tech stacks like HubSpot Analytics, Google Cloud, and AI integrations positions Anchor as a forward-thinking company, appealing to prospects looking for sophisticated, data-backed sales management tools.

Market Position and Growth Serving the financial services industry with revenues between 25M and 50M, Anchor is well-positioned for growth and partnership opportunities with mid-sized firms aiming to scale their distribution and internal wholesaling efforts.

Anchor Advisory Services Tech Stack

Anchor Advisory Services uses 8 technology products and services including HubSpot Analytics, Google Analytics Enhanced eCommerce, RSS, and more. Explore Anchor Advisory Services's tech stack below.

  • HubSpot Analytics
    Analytics
  • Google Analytics Enhanced eCommerce
    Analytics
  • RSS
    Content Management System
  • Sirvoy
    Hotel Management
  • Google Cloud
    Infrastructure As A Service
  • Sentry
    Issue Trackers
  • Lodash
    Javascript Libraries
  • Priority Hints
    Performance

Anchor Advisory Services's Email Address Formats

Anchor Advisory Services uses at least 1 format(s):
Anchor Advisory Services Email FormatsExamplePercentage
FLast@anchoras.comJDoe@anchoras.com
48%
Last@anchoras.comDoe@anchoras.com
2%
FLast@anchoras.comJDoe@anchoras.com
48%
Last@anchoras.comDoe@anchoras.com
2%

Frequently Asked Questions

What is Anchor Advisory Services's official website and social media links?

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Anchor Advisory Services's official website is anchoras.com and has social profiles on LinkedIn.

What is Anchor Advisory Services's NAICS code?

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Anchor Advisory Services's NAICS code is 52 - Finance and Insurance.

How many employees does Anchor Advisory Services have currently?

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As of December 2025, Anchor Advisory Services has approximately 18 employees across 1 continents, including North America. Key team members include President & Coo: S. R.Co-Founder: S. R.Director Of Client Relations: A. B.. Explore Anchor Advisory Services's employee directory with LeadIQ.

What industry does Anchor Advisory Services belong to?

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Anchor Advisory Services operates in the Financial Services industry.

What technology does Anchor Advisory Services use?

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Anchor Advisory Services's tech stack includes HubSpot AnalyticsGoogle Analytics Enhanced eCommerceRSSSirvoyGoogle CloudSentryLodashPriority Hints.

What is Anchor Advisory Services's email format?

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Anchor Advisory Services's email format typically follows the pattern of FLast@anchoras.com. Find more Anchor Advisory Services email formats with LeadIQ.

When was Anchor Advisory Services founded?

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Anchor Advisory Services was founded in 2016.

Anchor Advisory Services

Financial ServicesMassachusetts, United States11-50 Employees

Anchor Advisory Services is your premier partner for outsourced internal wholesaling, wholesaler scheduling and support.

The dynamic team of professionals at Anchor Advisory Services will help you boost your meetings per month, increase territory sales and connect with new reps through our established sales network. Our founding partners Jim Mulligan and Steve Rokoszewski offer a combined thirty-six years of experience in the financial wholesale industry, having raised more than $8 billion at a premier distribution company. The services Anchor Advisory Services provides were created to meet the needs of wholesalers and distributors in a more professional and cost-effective way.

Our resources, combined with an innovative approach, will increase productivity in each phase of your business development. Let Anchor Advisory Services navigate your path to financial success.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2016
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Anchor Advisory Services's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Anchor Advisory Services's revenue is estimated to be in the range of $25M$50M

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