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SeekInvest Employee Directory

Financial ServicesMassachusetts, United States0-1 Employees

SeekInvest offers software for financial advisors that leverages multiple data sources and analytics to generate client proposals that are personalized and actionable. Its discovery process collects information about clients' goals and values to inform tailored recommendations. The platform translates insights into proposals, supporting high-touch service while preserving operational efficiency.

The company is based in Weston, Massachusetts, and operates in the financial services technology segment. It emphasizes integration with existing CRM and advisory tools to support a smooth implementation for varying client portfolios. A dedicated support team assists users with client discovery, proposal generation, and interpreting insights.

Find SeekInvest employees' phone numbers or email addresses

SeekInvest Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Asia
1

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  • Pakistan
    1

SeekInvest's Leadership

  • Stylized image of a person
    T. R.
    Founder
    Mobile Phone
  • Stylized image of a person
    S. K.
    Co-Founder, Data & Product | Esg
    Mobile Phone

SeekInvest Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Consultant
  • Engineering
  • Finance
  • Product Management
  • Other
  • Accounting

Contact profiles from SeekInvest

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    T. R.
    Founder
    Mobile Phone
    United StatesMassachusetts
    May 23, 2026
  • Stylized image of a person
    S. K.
    Co-Founder, Data & Product | Esg
    Mobile Phone
    United StatesBay
    Jun 30, 2026

Frequently Asked Questions

What is SeekInvest known for?

Minus sign iconPlus sign iconSeekInvest was founded in 2022 operates in the Financial Services industry. Explore SeekInvest's company overview page for more information.

What is SeekInvest's most common email format?

Minus sign iconPlus sign iconSeekInvest employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SeekInvest email formats with LeadIQ.

How many employees does SeekInvest have currently?

Minus sign iconPlus sign iconSeekInvest has approximately 1 employees as of August 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are SeekInvest's key employees and leadership?

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As of August 2026, SeekInvest's key employees include:

  • Founder: T. R.
  • Co-Founder, Data & Product | Esg: S. K.

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