
Advisor X
AI-powered platform for financial advisors to automate client communication and engagement.
About
AdvisorX provides a data-driven Answer Engine Optimization (AEO) platform for financial advisors. It connects CRM data with AI search trends to identify and generate content that gets cited by AI search engines like ChatGPT and Google AI, ensuring advisors are found when prospects ask AI for advice. AdvisorX serves financial advisors looking to improve their visibility in AI-driven search results.
Key facts
At-a-glance profile data
- Website
- advisorx.ai
- Headquarters
- New York, United States
- Founded
- 2022
- Total funding
- $2M (Pre-Seed)
- Business model
- B2B
Funding rounds
| Date | Round | Amount | Lead investors |
|---|---|---|---|
| 1 Jan 2023 | Pre-Seed | $2M | SignalFire |
Tech stack
Detected on advisorx.ai, last scanned 18 Sept 2026. Run your own scan
- Frontend
- Next.js, Tailwind CSS
- Auth
- Auth0
- CMS / Builders
- Replit
- CDN
- AWS CloudFront
- Hosting
- AWS
- Email provider
- Google Workspace
- Booking / scheduling
- Calendly
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Frequently asked
How much funding has Advisor X raised?
Advisor X has raised a total of $2M in funding. The most recent round on record is Pre-Seed.
