Advisor.com

Advisor.comAdvisor.com
Advisor.com

Advisor.com

Platform connecting consumers with financial advisors and investment professionals.

DR 502017ActiveNew York, United States
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About

Advisor.com is a digital platform that matches site visitors with participating unaffiliated third-party registered investment advisers (RIAs) through its matching tool. It also provides investment advice via its in-house wealth management service, Advisor Wealth Management (AWM). The company aims to help individuals achieve financial wellness by connecting them with financial expertise.
Frequently asked

What does Advisor.com do?

Advisor.com is a digital platform that matches site visitors with participating unaffiliated third-party registered investment advisers (RIAs) through its matching tool. It also provides investment advice via its in-house wealth management service, Advisor Wealth Management (AWM). The company aims to help individuals achieve financial wellness by connecting them with financial expertise.

What is Advisor.com's revenue?

StartupHub estimates Advisor.com's annual revenue at $990K (range $201K to $4.3M, 30% confidence), based on comparable companies in the sector.

What is Advisor.com's valuation?

StartupHub estimates Advisor.com's effective valuation at $31.4M (range $22.5M to $54.0M, 18% confidence), based on comparable companies in the sector.

How much funding has Advisor.com raised?

Advisor.com has raised a total of $9M in funding. The most recent round on record is Seed.

Where is Advisor.com headquartered?

Advisor.com is headquartered in New York, United States.

When was Advisor.com founded?

Advisor.com was founded in 2017.

What industry does Advisor.com operate in?

Advisor.com operates in Fintech, Marketplace, Financial Services, Wealth Management, Consumer App.

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