Advisor.com
Agent29Agent Readiness: 29/100. Below median. Measured by StartupHub.ai. Median 41.Trust80Data Trust: 80/100. Top 25%. Measured by StartupHub.ai. Median 61.Platform connecting consumers with financial advisors and investment professionals.
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.
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Key facts
- Website
- advisor.com
- Headquarters
- New York, United States
- Founded
- 2017
- Total funding
- $9M (Seed)
- Business model
- B2C
Funding rounds
| Date | Round | Amount | Lead investors |
|---|---|---|---|
| 12 Feb 2025 | Seed | $9M | Promus Ventures |
Tech stack
Detected on advisor.com, last scanned 17 Oct 2026. Run your own scan
- Analytics
- Google Tag Manager
- Support
- HubSpot
- CMS / Builders
- Webflow
- CDN
- Cloudflare
- Email provider
- Google Workspace
- Booking / scheduling
- Calendly
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Frequently asked
Is Advisor.com trustworthy and reputable?
StartupHub's Data Trust & Reputation score for Advisor.com is 80 out of 100, a trusted rating, based on site security posture, privacy practices, malware and phishing checks, and public reputation signals.
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.
SEC filings, insider activity, nonprofit links and pay benchmarks for Advisor.com:
Company details: from public sources. Funding: no announced round on file. Ownership: not yet claimed by the company. Scores: measured by named tools; each links to its method. Our rules
