ConnectRoot is a single source for the needs of individuals and firms within the financial services industry.  

ConnectRoot's founder, Kelly Newsome, launched the firm in October 2013, having recognized the need within the financial services industry for a central source that professionals and firms could rely on to help with their unique needs.  She sees herself—and ConnectRoot—as a conduit for facilitating strategic problem-solving connections.

In September of 2015 ConnectRoot launched the ONE SOURCE Speakers Platform.  ConnectRoot focuses on introducing the finest speakers, entertainers, leadership trainers and team builders, as well as offering a range of other services including event planning, marketing, content, social media, travel, corporate gift giving and much more.  

Our expertise encompasses all facets of the financial services industry.