Technology and data delivered to scale and grow
We will be your partners, part of your team and a vehicle for your growth. We will consistently and constantly roll out new features to improve your ability to grow your practice.
To create "The Way" for financial advisors to prospect and discover opportunities. To give them the opportunity to help as many people as possible by identifying real-time opportunities.
Average Daily Contacts
Million Average Added AUM
Support Staff To Help You
Greg GaroneFounder & CEO
Greg has over 6 years of experience in financial services at one of the largest firms in the Unites States. Greg specialized in alternative investments, high net worth clients and corporate executives. A veteran of United States Air Force, spending 4 years as a ground medic and 2 as a flight medic.
Robert Anzalone, MBACOO & Data Scientist
Robert has over 22 years of banking industry experience. An active Forbes contributor on Blockchain strategies. Experienced project manager hired by DTCC to project manage implementation of Ethereum based distributed ledger infrastructure for the credit derivative industry.
Michael has over 22 years of banking industry experience. He serves on the Board of Directors for a public company as well as manages multiple advisory boards. Extensive experience in Risk, Product Control, Operations and Compliance Michael has the business experience to bring real world solutions to very complicated projects.
From The Founder
With layering administrative compliance and oversight, it is easy to lose sight of what brought you to where you are now.
Prospects and new clients are becoming harder to acquire through traditional means of marketing. With zero to low cost providers, a value add is a MUST in order to continue success.
Odegee Data platform was developed during a successful career at one of the larger advisory firms in the United States. The result after development and consistent usage was being national recognized with some of the top advisors at the firm... within 3 years of starting there.
An idea is born
Born from the trenches of building a financial advisor practice, time was of the essence to accomplish company hurdles.
The core platform was created with one user in mind - the financial advisor. With increasing competition, data is what drives growth of the practice.
Planned technology rollouts
Integration with other CRM platforms. Additional tools to optimize your marketing efforts and results. Expand marketing techniques and metrics to improve your closing ratio.
Team size aimed to be at 20
Our growth is rapid and we plan to have 20 FT employees at Odegee.