September 23, 2017 4:54 PM ET

Internet Software and Services

Company Overview of Vestorly, Inc.

Company Overview

Vestorly, Inc. operates an automated content marketing platform for financial services industry worldwide. It automates intelligent communications with key relationships using innovations in data science, as well as finds and shares content on users behalf across the Web; searches, identifies, and shares personalized news in real-time; sends personal and professional collections of digital content to audience through email and social media; and provides relevant news to website and turn visitors into relationships. The company was incorporated in 2011 and is based in New York, New York.

335 Madison Avenue

8th Floor

New York, NY 10017

United States

Founded in 2011

Phone:

646-863-9199

Fax:

855-300-4420

Key Executives for Vestorly, Inc.

Co-Founder & Chief Executive Officer
Co-Founder and Chief Product Officer
Chief Technology Officer
Compensation as of Fiscal Year 2017.

Vestorly, Inc. Key Developments

Vestorly Inc. Now Available to Wealth Managers Through TD Ameritrade Institutional's Affinity Services Program

Vestorly Inc. has been selected for inclusion in TD Ameritrade Institutional's Affinity Services Program. The Affinity Services Program is comprised of independent providers of products and services to TD Ameritrade Institutional clients at a preferred rate. Vestorly will offer investment advisory firms that custody with TD Ameritrade Institutional access to the Vestorly AI content platform, including marketing and lead generation technology via social media channels, email newsletter and web distribution.

Vestorly, Inc. Appoints Joel Moxley as Member of the Board

Vestorly, Inc. announced the completion of an $8.5 million capital raise. Richmond Global Ventures led the financing round, which included follow on investment from Sigma Prime Ventures. Vestorly is announcing the addition of Joel Moxley PhD. as a member of the board. Moxley is founder and former CEO of Foro Energy. Joel Moxley focuses on data-enabled playbooks from his experience as a founder and an investor in more than 30 early stage startups including Rubicon Global, Zero Mass Water, Earnest and some of the fastest growing companies in Silicon Valley.

Vestorly Releases Social Media Ai Assistant to Solve ROI Problem

Vestorly Inc. released Vestorly Social AI, an intelligent tool for financial advisors to have AI schedule and post content to social media and gather new leads on their behalf.3 The product is made available on a standalone basis, or as part of the Vestorly comprehensive platform license. Vestorly Social AI uses Vestorly's core artificial intelligence engine based on a growing network of more than 1 billion proprietary data points, to build playlists of daily news content for a financial advisor's audience. Vestorly Social AI intelligently posts this curated content in order to optimize lead generation opportunities on LinkedIn, Facebook and Twitter channels. Content can be auto-updated by the minute to increase engagement and conversion.  A significant and valuable differentiator is that Vestorly Social AI comes with a uniquely branded newspaper-style landing page for each wealth management firm to host its live curated content and add to its business website. Vestorly Social AI directs traffic from social media audiences to this page, which personalizes itself to encourage engagement with additional content. This feature allows for an ever-present content experience that learns with every interaction, and delivers individual leads from social media to financial advisors. With this technology, leads are captured, identified and attributed to their social media source while Vestorly provides additional data on content viewing behavior and uncovers newly discovered relationship opportunities for financial professionals. All data can be integrated with Salesforce CRM to ensure proper metric accountability for social media marketing.

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