About AdviceIQ
AdviceIQ is a Technology company based in New York (United States) founded in 2011, and was acquired by Financial Media Exchange in March 2017. A financial database is maintained for advisors and asset managers. AdviceIQ has raised $8.55 million across 4 funding rounds from investors including Penton Media, Stonehenge Growth Equity Partners and Financial Media Exchange. The company was acqui-hired. Its focus areas include FinTech, Investment Tech, Financial Databases and Asset Managers. Its competitors include MayStreet, eVestment and AdvisorCheck; 3 of its 3 listed competitors have raised funding.
Company details
AdviceIQ was founded in 2011 in New York, United States, within the financial services sector. A database is operated to support financial advisors and asset managers with details on financial services. Access to articles and publications is facilitated, alongside content management tools. Information on advisors, including locations, funding, and founders, is compiled. The platform is accessible across devices such as mobiles, laptops, and tablets.
- Headquarters New York, United States
- Stage Acquired
- SectorsTechnology
- Website adviceiq.com
- Social X
- Acquired by Financial Media Exchange (Mar 2017)
- Total Equity Funding$8.55M (USD)
in 4 rounds
- Latest Funding Round$1.55M (USD), Series A
Apr 2014
- InvestorsPenton Media
& 2 more
- Acquired byFinancial Media Exchange
(Mar 2017)
Funding Insights of AdviceIQ
AdviceIQ has successfully raised a total of $8.55M across 4 strategic funding rounds. The most recent funding activity was a Series A round of $1.55 million completed in April 2014. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $8.55M
- Total Rounds 4
- Last Round Series A — $1.55M
- First Round $2M
(Aug 2011)
- Investors Count 2
All 4 funding rounds of AdviceIQ with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr 2014 | $1.55M | Series A | – | – | – |
| Sep 2013 | Series A | – | – | ||
| Apr 2013 | $5M | Series A | – | – | |
| Aug 2011 | $2M | Seed | – | – | – |
3 investors in total: 3 institutional.
Investors in AdviceIQ
AdviceIQ has secured backing from 3 investors, including institutional investors. Prominent investors backing the company include Penton Media, Stonehenge Growth Equity Partners and Financial Media Exchange.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
| stonehengegrowthequity.com | ||||
Information services and marketing tools are provided across multiple industries. | 1892 | penton.com | New York, United States | |
Operates a marketplace for financial content and resources. | 2012 | fmexdirect.com | Boston, United States |
Investor details for AdviceIQ
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of AdviceIQ
4 dated milestones of AdviceIQ across 6 years, from founding to its latest funding, stage changes and deals.
- Founded AdviceIQ is founded.
- Funding First funding round of $2.0M.
- Funding Latest funding round, Series A, of $1.5M.
- Exit Acquired by Financial Media Exchange.
Competitors of AdviceIQ
AdviceIQ has 3 listed competitors in our database, 3 of them funded. They include MayStreet, eVestment and AdvisorCheck.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| maystreet.com | 2012 | New York, United States | $21M | Low-latency capital market data and analytics are delivered globally. | ||
| evestment.com | 2000 | Marietta, United States | $63M | Institutional investment data intelligence and analytic solutions are delivered. | ||
| advisorcheck.com | 2020 | Englewood Cliffs, United States | $1.8M | Comprehensive background checks on financial advisors are offered online. |
Detailed competitors of AdviceIQ
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as AdviceIQ (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Frequently Asked Questions about AdviceIQ
AdviceIQ was founded in 2011.
AdviceIQ is headquartered in New York, United States. It is registered at New York, New York, United States.
AdviceIQ is a funded company, having raised a total of $8.55M across 4 funding rounds to date. The company's 1st funding round was a Seed of $2M, raised on Aug 2011.
AdviceIQ was founded in 2011 in New York, United States, within the financial services sector. A database is operated to support financial advisors and asset managers with details on financial services. Access to articles and publications is facilitated, alongside content management tools. Information on advisors, including locations, funding, and founders, is compiled. The platform is accessible across devices such as mobiles, laptops, and tablets.
AdviceIQ's top competitors include MayStreet, eVestment and AdvisorCheck.
AdviceIQ has 3 investors. Key investors include Penton Media, Stonehenge Growth Equity Partners, and Financial Media Exchange.
Yes. AdviceIQ was acquired by Financial Media Exchange in March 2017.