Agent inc. is a B2B technology company specializing in providing end-to-end solutions for the financial services industry, particularly for new and existing brokerage firms. The company's core offering is a "Brokerage in a Box" package that includes a proprietary customer relationship management (CRM) system tailored for brokers, a secure client portal (Trader's Room), and social/copy trading systems like PAMM/MAMM. They focus on streamlining the operational and technological aspects of running a brokerage, enabling clients to launch and manage their services efficiently.

Founded in

United States