Is SeekInvest hiring right now?

SeekInvest has no open roles listed as of October 23, 2026. Roles appear here as soon as they are posted on SeekInvest's careers site.

Where is SeekInvest headquartered?

SeekInvest is headquartered in United States and was founded in 2021.

How do I apply for a job at SeekInvest?

Pick a role on SeekInvest's TheJobsMap page and select Apply. Every listing links to the original posting on SeekInvest's own careers site, so you apply directly with the employer.

SeekInvest jobs and careers

United States

As of October 23, 2026, SeekInvest has no open roles listed.

seekinvest.com LinkedIn @seekinvest

About SeekInvest

SeekInvest is a trusted software provider that equips financial advisors with advanced tools, insights, and strategies to enhance client engagement. Our platform harnesses robust data sources and analytics to help advisors deliver personalized, actionable proposals that speak directly to what’s most important to their clients. What We Offer 1. Advanced Prospect & Client Discovery: Our holistic, intuitive discovery process helps you efficiently gather the personal data needed to create personalized proposals, ensuring that you fully understand your clients’ unique goals and values. 2. Data-Driven Insights: Leverage our proprietary analytics tools to gain deep, client-specific insights. With this data, you can craft stories and proposals that resonate, building trust and helping you win both their business and confidence. 3. Tailored Proposals: SeekInvest allows you to create custom proposals that align with each client’s goals, risk tolerance, values, and behaviors. This level of personalization enables you to deliver high-touch services while maintaining operational efficiency—eliminating the need for excess manual work. 4. Seamless Integration: Our platform integrates easily with your existing CRM and advisory tools, allowing for a smooth adoption process that doesn’t disrupt your operations. Whether you manage a large book of business or a select clientele, SeekInvest scales with you. 5. Dedicated Support: Our expert team is committed to your success. Whether you need assistance with client discovery, proposal generation, personalized insights, or navigating the platform, we’re here to help every step of the way.

Founded in 2021 by Dermot O'Mahony, Todd Roitfarb, William Callahan and CFA.

Financial Services FinTech Impact Investing Software

Founded: 2021
Employees: 1 to 10
Headquarters: United States

Jobs at SeekInvest

No open positions right now. Explore more companies on TheJobsMap.

SeekInvest jobs: common questions

Is SeekInvest hiring right now?: SeekInvest has no open roles listed as of October 23, 2026. Roles appear here as soon as they are posted on SeekInvest's careers site.
Where is SeekInvest headquartered?: SeekInvest is headquartered in United States and was founded in 2021.
How do I apply for a job at SeekInvest?: Pick a role on SeekInvest's TheJobsMap page and select Apply. Every listing links to the original posting on SeekInvest's own careers site, so you apply directly with the employer.