Signal Advisors
Signal Advisors provides technology and support services for insurance advisors, helping them grow their businesses. The company has raised $16M in funding and employs 151 people.
The growth story
Signal Advisors grew from 58 to 151 employees between 2021 and 2026, raising $16M along the way, most recently a Series B in October 2021.
About
Signal Advisors offers software, coaching, and marketing tools tailored for insurance advisors. Its platform aims to streamline operations and improve client acquisition for financial professionals.
The company secured $16M in a Series B round in October 2021, backed by investors including General Catalyst and Detroit Venture Partners. With 151 employees, Signal Advisors has built a substantial team since its 2020 founding.
Founders and leadership
Engineering is Signal Advisors' largest function, with 10 employees. The company's leadership team spans technology and financial services expertise, reflecting its dual focus on software and insurance advisory services.
The Signal Advisors org chart
Patrick Kelly (Co-Founder and CEO) leads 44 mapped leaders with 6 direct reports. Click +N to expand a team; names link to the person’s public profile.
Departments, and which ones grew
Headcount by function: Finance 20 (+5% YoY), Operations 19 (+19% YoY), Business Development 17 (0% YoY), Engineering 14 (+27% YoY), Sales 10 (+11% YoY), Customer Success and Support 10 (+43% YoY).
Talent flow
Signal Advisors recruits heavily from financial services firms, with Advisors Excel, Intuit, and Bluewater being top talent sources. Alumni frequently move to other fintech startups, including Tern and Zocks | AI for Advisors.
Most common previous employers of Signal Advisors staff: Advisors Excel (7), Intuit (5), Bluewater (5), Financial Independence (4), LevelEleven (4), Northwestern Mutual (3). Former Signal Advisors employees most often moved to Tern (4), Triad Partners (4), Zocks | AI for Advisors (2), Financial Independence (2), VergeSense (2), Jump - Advisor AI (2).
Alumni worth knowing
The Signal Advisors mafia
Signal Advisors alumni have founded 8 companies, including Eagle Wireless (182 staff) and Tern (44 staff), showing strong entrepreneurial activity among former employees.
8TJ Dembinski, was Board Observer until 2023Katie Williams, was VP of Growth and Operations until 2022Matthew Eilers, was Vice President of Business Development until 2023Phil Bak, was Chief Investment Officer until 2022Mason Entingh, was Product Manager until 2022Des Primus, was Client Concierge until 2023
Michael Anthony, was Director of Television until 2025
Susan Perez, was Senior Content Strategy Manager until 2022Hiring now
Signal Advisors lists current career opportunities on its website, indicating ongoing hiring efforts.
Web traffic
Traffic mix: 59% direct, 24% search, 11% social, 1% paid.
What this company is made of
Most common skills at Signal Advisors: Customer Service (62), Leadership (46), Sales (42), Microsoft Office (41), Management (39), Marketing (39), Microsoft Excel (38), Project Management (35).
Where the team actually sits
Signal Advisors people are concentrated in Michigan, United States (21), Detroit Metropolitan Area (14), Kansas, United States (9), Arizona, United States (9).
Search footprint
Signal Advisors attracts about 879,000 organic search visits a month, traffic worth roughly $1M a month if bought through ads. It gained 123,551 ranking keywords and lost 87,904 in the last period.
What employees say
- Compensation
- 4.40 / 5
- Career opportunities
- 3.90 / 5
- Senior management
- 3.90 / 5
- Work-life balance
- 4.20 / 5
Frequently asked
Signal Advisors has 151 employees as of September 2026.
Signal Advisors has raised $16M in total, most recently a Series B round in October 2021.
Signal Advisors was founded in 2020 by Patrick Kelly, Jacob Cohen, Kevin O'Hara.
Patrick Kelly (Co-Founder and CEO) sits at the top of Signal Advisors's reporting structure, with 6 direct reports.
The most common previous employers of current Signal Advisors staff are Advisors Excel (7 people), Intuit (5 people), Bluewater (5 people).
Former Signal Advisors employees most often move to Tern (4), Triad Partners (4), Zocks | AI for Advisors (2).
At least 8 companies have a founder who previously worked at Signal Advisors, including Eagle Wireless, Tern, Medalist Wealth Management.
Signal Advisors attracts about 879,000 organic search visits a month, worth roughly $1M a month in equivalent ad spend.
The most common skills among Signal Advisors staff are Customer Service, Leadership, Sales, Microsoft Office, Management.
Signal Advisors staff are concentrated in Michigan, United States (21), Detroit Metropolitan Area (14), Kansas, United States (9).
Signal Advisors has about 20 people in Finance, up 5% over the past year, as of September 2026.
Signal Advisors has about 19 people in Operations, up 19% over the past year, as of September 2026.
Computed from 113 current and 120 former Signal Advisors profiles, as of September 2026. Source: Crustdata.
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