About AdviceIQ
AdviceIQ is a company based in New York (United States) founded in 2011 was acquired by Financial Media Exchange in March 2017.. AdviceIQ has raised $8.55 million across 4 funding rounds from investors including Penton Media, Stonehenge Growth Equity Partners and Financial Media Exchange. AdviceIQ operates in a competitive market with competitors including Mergermarket, FE fundinfo, Dealogic, MayStreet and eVestment, among others.
- Headquarter New York, United States
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Sectors
Technology
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Phone
*********
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Website
*********
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$8.55 M (USD)
in 4 rounds
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Latest Funding Round
$1.55 M (USD), Series A
Apr 08, 2014
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Investors
Penton Media
& 2 more
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Employee Count
Employee Count
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Acquired by
Financial Media Exchange
(Mar 24, 2017)
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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 Total Funding
- Total Rounds 4
- Last Round Series A — $1.5M
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First Round
First Round
(11 Aug 2011)
- Investors Count 2
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr, 2014 | Amount | Series A - AdviceIQ | Valuation |
investors |
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| Sep, 2013 | Amount | Series A - AdviceIQ | Valuation |
investors |
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| Apr, 2013 | Amount | Series A - AdviceIQ | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Founded Year | Domain | Location | |
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Information services and marketing tools are provided across multiple industries.
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Founded Year | Domain | Location | |
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Operates a marketplace for financial content and resources.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by AdviceIQ
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
|
2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - AdviceIQ
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Adviceiq Comparisons
Competitors of AdviceIQ
AdviceIQ operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Mergermarket, FE fundinfo, Dealogic, MayStreet and eVestment, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
M&A intelligence, analysis, and news platform
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| domain | founded_year | HQ Location |
Financial database and analytics for fund managers are offered.
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| domain | founded_year | HQ Location |
Technology and analytics platforms for investment banking are provided.
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| domain | founded_year | HQ Location |
Low-latency capital market data and analytics are delivered globally.
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| domain | founded_year | HQ Location |
Institutional investment data intelligence and analytic solutions are delivered.
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| domain | founded_year | HQ Location |
Offers financial news, market data, analysis, and league tables for professionals.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about AdviceIQ
When was AdviceIQ founded?
AdviceIQ was founded in 2011.
Where is AdviceIQ located?
AdviceIQ is headquartered in New York, United States. It is registered at New York, New York, United States.
Is AdviceIQ a funded company?
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 Series A of $5M, raised on Aug 11, 2011.
What does AdviceIQ do?
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.
Who are the top competitors of AdviceIQ?
AdviceIQ's top competitors include Dealogic, FE fundinfo and Mergermarket.
Who are AdviceIQ's investors?
AdviceIQ has 3 investors. Key investors include Penton Media, Stonehenge Growth Equity Partners, and Financial Media Exchange.