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Couplr AI Press Releases

Published on March 17, 2025 - 21:59 GMT

Couplr AI Surpasses 1,000 Financial Advisor Profiles, Redefining Client-Advisor Matching

Couplr AI Celebrates Major Milestone: Over 1,000 Advisors Now on Platform while integrating with two large CRMs FL, UNITED STATES, March 17, 2025 /⁨EINPresswire.com⁩/ -- Couplr AI, the premier find-an-advisor platform for insurance and wealth management companies, is thrilled to announce a major milestone: over 1,000 financial advisors are now featured on its cutting-edge platform. This achievement underscores Couplr AI’s commitment to revolutionizing how clients connect with financial professionals. …

Distribution channels: Banking, Finance & Investment Industry, Insurance Industry ...
Published on March 12, 2024 - 14:00 GMT

Couplr AI Unveils Revolutionary Solution to Tackle the Orphaned Client Account Challenge

The Great Way to Match Financial Advisors and Orphaned Clients USA, March 12, 2024 /⁨EINPresswire.com⁩/ -- Today, Couplr AI is proud to announce the launch of its groundbreaking solution designed to address the escalating challenge of orphaned accounts in wealth management. As the industry grapples with the complexities of managing these neglected accounts, Couplr offers a scalable and efficient solution that will transform the landscape for firms and orphaned clients alike. Orphaned accounts emerge …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

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Derek Notman
Couplr, Inc.

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Couplr, Inc.

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Founder and CEO at Couplr AI, helping the world fix their relationship with money.