Advisorshare logo
VerifiedFinancial Services· Founded 2020

Advisorshare

AdvisorShare is the vision of its two managing members Daniel McDonald and Roccy DeFrancesco. Let’s face it, when it comes to the distribution of fixed insurance products, there’s been nothing new to come along in years. This revolutionary business model has been on the minds of the managing members for quite some time and it’s exciting to see the vision become a reality. DOING THE RIGHT THINGS DOESN’T HAVE TO BE HARD For too long the insurance industry has been one that takes care of itself first before taking care of its clients. Standard operating procedure means the insurance agent is taken care of first, then the IMO, then the client. This is a cycle that has been perpetuated by greed and/or incompetence. AShare was created with one guiding principle in mind, i.e. ALWAYS PUT THE CLIENT’S NEEDS FIRST!

7-day free trial · no credit card

HeadquartersTraverse City, United StatesEmployees23(11 to 50)Annual revenue<$1MFounded year2020Websiteadvisorshare.comLinkedIn profileLinkedIn

Verified contacts

21

available on Kipplo

LinkedIn employees

23

11 to 50 range

Open roles

no listings

Distinct roles

16

indexed titles

Tech stack

2

tools in use

Monthly traffic

40

organic / mo

Sign up free to see all 21 verified contacts at Advisorshare

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

21 contacts with verified email or phone · masked until revealed.

Sign up free →

Top roles at Advisorshare

16 distinct titles indexed · top 10 shown.

  • 2co-founder principal
  • 2principal
  • 1annuity sales
  • 1board member
  • 1client relations project manager
  • 1co principal
  • 1director
  • 1director brand strategist
  • 1head of operations
  • 1investment advisor representative
  • +6more titles

Sign up to unlock all 21 contacts at Advisorshare

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 21 verified contacts at Advisorshare

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Advisorshare | Kipplo Discover