AdvisorBranch® is a cloud platform application for financial professionals. Derived originally from a custom-built CRM solution for a boutique financial firm, the agency grew their insurance production to $200 million within 5 years. AdvisorBranch® is designed to work the way financial professionals need to work. We support agents and advisors so they can spend time where it matters most — helping clients.
AdvisorBranch® is made and operated by Advisor First, LLC. Based out of Overland Park, KS, we develop and provide solutions and services to support financial professionals in helping clients reach their goals.
Advisor First is comprised of Matt Walker, CEO, and Ron Sloop, CTO, and a team of developers, designers and customer support personnel with experience in the technology, financial services, and insurance industries.