# Signal Advisors

> Signal Advisors is a Detroit-based technology-enabled insurance distributor and advisor-services company. It combines annuity and life insurance workflows, accelerated commission payments, marketing support, financial planning, and wealth-management services for independent financial professionals.

- **Founded:** 2020
- **Headquarters:** Detroit, United States
- **Founders:** Patrick Kelly (Co-Founder and CEO), Kevin O’Hara (Co-Founder and CTO), Jacob Cohen (Co-Founder and President (at 2021 launch announcement))
- **Products:** Signal Annuity, TruePay, Signal Wealth, Signal Life, TrueStatus
- **Notable:** Public platform debut in August 2020., $16 million in seed and Series A financing announced April 26, 2021., Expanded into wealth management in 2023.

## Products & services

- **Signal Annuity** — Annuity quoting, case design, electronic applications, licensing and contracting, and ongoing policy management.
- **TruePay** — Advances advisor commissions before carrier payment; Signal advertises payment within one business day of application submission. The 2021 announcement described the advance as at no cost.
- **Signal Wealth** — Wealth-management platform and services for independent RIAs and investment adviser representatives, including custodial workflows, allocations, billing, and compliance support.
- **Signal Life** — Life insurance quoting, illustrations, case design, application submission, and underwriting coordination.
- **TrueStatus** — Carrier-connected case updates, notes, and next steps within the platform.
- **Pay-later marketing** — Marketing-event payment terms advertised as 45 to 75 days after an event.
- **Magic Meetings and media services** — Lead follow-up and appointment scheduling, plus video, radio, branding, and campaign production.
- **Signal AI and household management** — Policy summaries and client communication drafts alongside household records, documents, and workflows.

## Achievements

- Public platform debut in August 2020.
- $16 million in seed and Series A financing announced April 26, 2021.
- Expanded into wealth management in 2023.
- Wealth affiliate reported approximately $1.69 billion in total discretionary and non-discretionary assets at December 31, 2025.

## Latest updates

- **2026-03** — March 24 ADV brochure reports year-end 2025 assets and describes current wealth-management fee arrangements.
- **2026-04** — Signal Advisors Wealth filed a Form 13F-HR on April 17 for the quarter ended March 31.
- **2026-06** — Patrick Kelly appeared on Next Mile to discuss advisor economics, integrated financial services, and AI user experience.

## Links

- Website: https://www.signaladvisors.com/
- LinkedIn: https://www.linkedin.com/company/signaladvisors/
- Twitter/X: https://twitter.com/signaladvisors
- YouTube: https://www.youtube.com/channel/UCE4qDxcpGvdYloYM95Hx2fg
- Instagram: https://www.instagram.com/signaladvisors/
- Facebook: https://www.facebook.com/signaladvisors/

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Profile page: https://yespress.io/signal-advisors
Published by YesPress — https://yespress.io
Last updated: 2026-10-16