AdviceIQ

New York, United States Founded: 2011 • Age: 15 yrs Acquired By Financial Media Exchange
A financial database is maintained for advisors and asset managers.
Annual revenue - Latest available
Total funding $8.5M 4 rounds
Employees - Tracked headcount
Investors 3 Known backers
Products - Services tracked
Competitors 10 Brand Intelligence

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
  • Sectors
    Technology
  • Phone
    Locked
  • Website
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  • Social
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Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Technology → Cloud, Data & Analytics Infrastructure Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Total Equity Funding
    $8.55 M (USD)

    in 4 rounds

  • Latest Funding Round
    $1.55 M (USD), Series A

    Apr 08, 2014

  • Investors
  • Employee Count
    Not available
  • Acquired by
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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.

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.

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Institutional
Investor Description Founded Year Domain Location
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Information services and marketing tools are provided across multiple industries.
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Operates a marketplace for financial content and resources.
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Investor details for AdviceIQ

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  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

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Investments & Acquisitions by AdviceIQ

Investments
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Investment portfolio details for AdviceIQ

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  • Transaction dates
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Financial Statements - AdviceIQ

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Detailed financials for AdviceIQ

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  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

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Adviceiq Comparisons

AdviceIQ Primary company
Description
A financial database is maintained for advisors and asset ma...
Location
New York, United States
Founded Year
2011
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for AdviceIQ

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  • Operating benchmarks

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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.

Company Name Domain Founded year HQ Location Description
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M&A intelligence, analysis, and news platform
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Financial database and analytics for fund managers are offered.
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Technology and analytics platforms for investment banking are provided.
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Low-latency capital market data and analytics are delivered globally.
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Institutional investment data intelligence and analytic solutions are delivered.
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Offers financial news, market data, analysis, and league tables for professionals.
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Detailed competitors of AdviceIQ

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Latest news on Adviceiq

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Complete news archive for AdviceIQ

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  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

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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.

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 Dealogic, FE fundinfo and Mergermarket.

AdviceIQ has 3 investors. Key investors include Penton Media, Stonehenge Growth Equity Partners, and Financial Media Exchange.

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