Odegee Data is an exclusive financial advisor lead platform that was created to automate your pipeline and help you scale your client base and book of business. As a wealth advisor, you understand the challenges of running a practice, and that's where Odegee comes in. This platform is designed to target the right prospects for your practice, providing you with the technology and data you need to grow.

The mission of Odegee Data is to be your partner, a part of your team, and a vehicle for your growth. They are dedicated to consistently rolling out new features to improve your ability to expand your practice and identify real-time opportunities. Odegee aims to create The Way for financial advisors to prospect and discover opportunities, ultimately enabling them to help as many people as possible.

The team behind Odegee Data is made up of industry experts with years of experience in financial services and banking. Their CEO, Greg Garone, is a veteran of the United States Air Force and has specialized in alternative investments and high net worth clients. COO and Data Scientist, Robert Anzalone, brings over 22 years of banking industry experience, while CFO, Mike Mears, boasts extensive experience in risk management and operations.

With Odegee Data, you can stay up-to-date with the latest industry trends and access industry-leading data, intelligence, and customer service. Subscribe now and join a platform that is committed to helping you succeed as a financial advisor