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Location:
Richardson, Texas 75080, United States
Founded in: 2009
Stage: Beta (public testing)
Number of employees: 1-5
Funding history:
Short URL: vator.co/fabeetle
Stage: Beta (public testing)
Number of employees: 1-5
Funding history:
- Date: 07/2009, Seed: $50 k
Profitable year: 2011Short URL: vator.co/fabeetle
Followers (33)
fabeetle
Changing Wealth Management Forever.
Startup/business
Texas, United States United States
http://www.fabeetle.com
Startup/business
Texas, United States United States
http://www.fabeetle.com
Company description
Over the next 10 years, 76 million baby boomers will be retiring. Many of these individuals are in need of or will be in need of a financial advisor (FA). Choosing the FA that is the right fit is a crucial decision that will in many ways dictate the individual's success or failure. With ratings and reviews on the rise and the use of social technologies and tools spanning all age groups, a tool that would allow individuals to search for an advisor and get ratings and reviews from other clients would be very useful in aligning individuals with appropriate professionals. In recognition of the above issues, fabeetle was born!
fabeetle will create a new dimension of communication for potential clients and advisors by efficiently helping one find the other. It solves the business generating need of the quality financial advisor and helps the client find competent counsel, all while raising the quality of advice and representation industry-wide
Team
BRANDON GADOCI - FOUNDER & CEO
Brandon Gadoci has served as both a financial advisor and a manager in the wealth management industry for the last eight years. After graduating from The University of Texas at Austin he quickly went to work for UBS Financial Services and eventually found his way to Merrill Lynch. Over the course of 8 years, Brandon successfully built, managed and transitioned a practice of nearly 100 million dollars in client assets. At Merrill Lynch Brandon oversaw one of the largest training programs in the country and helped some 100+ FAs build their respective practices.
Prior to the financial services industry Brandon had built a successful web design firm by the name of BigFry IMS in Austin, TX. BigFry was eventually acquired by HotSchedules, a labor force management company in its 10th year of operation from Austin, TX.
In June of 2009 Brandon left the world of wealth management because of an idea to start a company that could change the way wealth management worked. This idea was fabeetle. After consulting with industry experts, friends, and family, Brandon found enough conviction to make fabeetle his top priority.
Brandon is happily married and lives in Dallas, TX with his wife and son.
BRIAN CLINE - CTO
Brian comes to fabeetle with over ten years of software development experience and over half a decade of infrastructure experience. He earned his Bachelor of Science in Business Administration with an additional Computer Science minor from Winthrop University. During and beyond his studies he served as a Business Systems Analyst for a mid-sized regional trucking company in the southeastern United States, having developed and maintained a variety of internal software and implemented major infrastructure projects. Among these were software license management, automated systems management and software distribution, shift towards blade architecture, strong virtualization initiatives, data integration of otherwise disparate mission-critical systems, and real-time disaster recovery efforts.
In recent years Brian served as the Vice President of Information Services at a publicly-traded Dallas-based financial services company that acquired, managed, and resold pools of secured mortgages and promissory notes. There, he was responsible for spearheading several major line-of-business software implementations to align with changes in business strategy, establishing technology policy and disaster recovery plans, bringing the company into Sarbanes-Oxley IT compliance, streamlining department operations, and filling out infrastructure to meet the company's aggressive growth plans.
Brian is the founder and President of System Point, a Dallas-based software and consulting company specializing in IT systems management and infrastructure for small- to medium-sized businesses.
ADVISORY BOARD
Brett Hurt - Founder & CEO of Bazaarvoice & Coremetrics
Eric Bradlow - Wharton Professor of Marketing & Statistics, Author "Marketing for Financial Advisors"
Dave Mullen - Merrill Lynch Retiree, Founder & CEO of LearnTactix, Author "Building a Million Dollar Financial Services Practice."
Mark Astarita - Co-Founder Beam & Astarita, Securities Attorney
Casey Clinkenbeard - Vice President of Product Development, HotSchedules.com
Brandon Gadoci has served as both a financial advisor and a manager in the wealth management industry for the last eight years. After graduating from The University of Texas at Austin he quickly went to work for UBS Financial Services and eventually found his way to Merrill Lynch. Over the course of 8 years, Brandon successfully built, managed and transitioned a practice of nearly 100 million dollars in client assets. At Merrill Lynch Brandon oversaw one of the largest training programs in the country and helped some 100+ FAs build their respective practices.
Prior to the financial services industry Brandon had built a successful web design firm by the name of BigFry IMS in Austin, TX. BigFry was eventually acquired by HotSchedules, a labor force management company in its 10th year of operation from Austin, TX.
In June of 2009 Brandon left the world of wealth management because of an idea to start a company that could change the way wealth management worked. This idea was fabeetle. After consulting with industry experts, friends, and family, Brandon found enough conviction to make fabeetle his top priority.
Brandon is happily married and lives in Dallas, TX with his wife and son.
BRIAN CLINE - CTO
Brian comes to fabeetle with over ten years of software development experience and over half a decade of infrastructure experience. He earned his Bachelor of Science in Business Administration with an additional Computer Science minor from Winthrop University. During and beyond his studies he served as a Business Systems Analyst for a mid-sized regional trucking company in the southeastern United States, having developed and maintained a variety of internal software and implemented major infrastructure projects. Among these were software license management, automated systems management and software distribution, shift towards blade architecture, strong virtualization initiatives, data integration of otherwise disparate mission-critical systems, and real-time disaster recovery efforts.
In recent years Brian served as the Vice President of Information Services at a publicly-traded Dallas-based financial services company that acquired, managed, and resold pools of secured mortgages and promissory notes. There, he was responsible for spearheading several major line-of-business software implementations to align with changes in business strategy, establishing technology policy and disaster recovery plans, bringing the company into Sarbanes-Oxley IT compliance, streamlining department operations, and filling out infrastructure to meet the company's aggressive growth plans.
Brian is the founder and President of System Point, a Dallas-based software and consulting company specializing in IT systems management and infrastructure for small- to medium-sized businesses.
ADVISORY BOARD
Brett Hurt - Founder & CEO of Bazaarvoice & Coremetrics
Eric Bradlow - Wharton Professor of Marketing & Statistics, Author "Marketing for Financial Advisors"
Dave Mullen - Merrill Lynch Retiree, Founder & CEO of LearnTactix, Author "Building a Million Dollar Financial Services Practice."
Mark Astarita - Co-Founder Beam & Astarita, Securities Attorney
Casey Clinkenbeard - Vice President of Product Development, HotSchedules.com
Business model
Competitive advantage
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