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Hearsay Systems

185 Berry Street, Suite 3800
San Francisco, CA 94107
USA
415.692.6230
Website Company Summary Management Team
Management

CEO: Clara Shih (6/30/2009)
General Management: Chris Andrew (5/31/2013)
Finance: Pete Godbole (10/31/2016)
Technology: Alex Falls (9/13/2019) ; Elizabeth Casey (12/31/2018) ; Steve Garrity (7/31/2009)
Business Development: Donna Prlich
General Counsel/Legal: Philippa Duncan
Board

Outside board: (May no longer be on the board) Bryan Schreier (Sequoia Capital Partner) Jon Sakoda (NEA Partner) Lee M. Gammill (New York Life Vice Chairman)
Advisory board: Nick Mehta (Accel Partner)
Company

Business description: Hearsay Systems offers the Hearsay Advisor Cloud for financial services, digitizing painful manual processes and freeing up advisors to provide proactive, timely service for clients. Hearsay’s pre-built industry workflows for insurance and wealth management provides one-click actionable suggestions for advisors to engage with clients efficiently and compliantly use social media, websites, text and email to engage with customers, build stronger relationships and grow their business. Built for the enterprise, Hearsay Systems connects these advisor-client interactions and data to corporate CRM systems and digital marketing programs and provides efficient compliance supervision and review workflows – all on a secure, enterprise-ready platform. Hearsay Systems is used by more than 150,000 advisors and agents at the world’s largest financial services and insurance firms. The company is headquartered in Silicon Valley with locations throughout North America, Europe and Asia. Connect on Facebook, Twitter, LinkedIn and the Hearsay blog.
Customers include: Raymond James Financial;  24Hour Fitness;  Allianz Global Investors;  AXA Equitable;  Bank of the West;  CORT;  Farmers Insurance Group;  Modern Woodmen of America;  Mortgage Master;  Mutual of Omaha;  Nationwide Insurance;  Northwestern Mutual;  Pacific Union International;  PrimeAmerica;  RPM Mortgage;  Shaklee;  Southwest Business Corporation;  Thrivent for Lutherans;  Wunderlich Securities;  Ziegler
Partners include: FacebookGoogleLinkedInSalesforce.comTwitterZL Technologies
Capital

Rounds: 3
Recent Fundings: Sep 2013   Jul 2011
Capital raised: 51.0M
Last Round: 30.0M
Ownership: Private  
VCs include: NEASequoia Capital;  unnamed NewView Capital Management
Angels/other VCs: Michael Abbott (Kleiner Perkins Caufield & Byers);  Steve Chen (AVOS);  Nils Johnson (Digital Garage);  David Lawee (Google);  Thomas Layton (oDesk);  Dave Morin (Path);  Patrick Pohlen (Latham & Watkins);  Alberto Savoia (Google);  Aydin Senkut (Felicis Ventures);  Aaron Sittig (Facebook)

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Overview
Record updated: Jul 2020
Sector: Internet
Year Founded: 2009
Headcount: 301-400 as of Dec 2018
Rounds: 3
Recent Fundings: Sep 2013   Jul 2011
Capital Raised: 51.0M
Last Round: 30.0M
Ownership: Private