Locations
San Francisco, CA, USA · Denver, CO, USA
industry
Finance · Information Technology · Legal · Professional Services · Software
Size
201-1000 employees
Stage
Series B
founded in
2018
AgentSync is where Producer Management and Compliance meet smart technology and automation. AgentSync is a powerful, easy-to-use Compliance as a Service solution. It directly integrates regulatory database sources of truth (i.e. NIPR, FINRA) with core business systems (i.e. Salesforce) so they can automate the critical business processes associated with these compliance requirements. We’re a new-school solution tackling an age-old, ubiquitous problem with smart technology & automation in a market full of old-school, inefficient, high-cost solution options - spreadsheets, manual processes, legacy software, more headcount, outsourcing, etc. AgentSync was founded in 2018 and is headquartered in Denver, Colorado, USA.
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