About Advicent Solutions
Advicent Solutions is a company based in Milwaukee (United States) founded in 1969 was acquired by InvestCloud in May 2021. The company has 89 employees as of December 31, 2022. Advicent Solutions has completed 2 acquisitions, including Figlo and Figlo.co.za. Advicent Solutions offers products and services including NaviPlan, NaviPlan Client Portal, and NaviPlan Guided Retirement. Advicent Solutions operates in a competitive market with competitors including Altruist, Centage, Nucleus Financial, CAIS and Brightflow AI, among others.
- Headquarter Milwaukee, United States
- Employees 89 as on 31 Dec, 2022
-
Sectors
Technology
-
Email
Locked
-
Phone
Locked
-
Website
Locked
-
Social
Locked
- Legal Name Zywave, Inc.
-
Annual Revenue
Not available
-
Net Profit
Not available
-
EBITDA
Not available
-
Latest Funding Round
Not available
-
Investors
InvestCloud
& 3 more
-
Employee Count
89
as on Dec 31, 2022
-
Investments & Acquisitions
Figlo
& 1 more
- Acquired by
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Advicent Solutions
Advicent Solutions offers a comprehensive portfolio of products and services, including NaviPlan, NaviPlan Client Portal, and NaviPlan Guided Retirement.
Software for creating in-depth financial plans and risk analysis.
Portal for secure access to financial plans and data.
Tool for visual retirement needs analysis with one data point.
Funding Insights of Advicent Solutions
Investors in Advicent Solutions
Advicent Solutions has secured backing from 4 investors, including venture fund investors. Prominent investors backing the company include InvestCloud, MidCap Financial and Vista Equity Partners.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Private debt funds are managed across multiple sectors.
|
Locked | Locked | Locked | |
|
Investments are directed toward high-growth enterprise software and technology companies.
|
Locked | Locked | Locked | |
|
Investment management software is provided for advisors and institutions.
|
Locked | Locked | Locked |
Investor details for Advicent Solutions
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
- Funding rounds
- Participation history
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Advicent Solutions
Advicent Solutions has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Figlo and Figlo.co.za.
Investment portfolio details for Advicent Solutions
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
SaaS solutions for financial planning are developed for professionals.
|
Locked | Locked | 1996 | Locked | |
|
Financial planning software is provided to banks, insurers, and consultants.
|
Locked | Locked | 0 | Locked |
Complete acquisition details for Advicent Solutions
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
- Transaction dates
- Acquired stakes
- Disclosed values
- Domains and locations
Verified entity values are shown only after access is granted.
Financial Statements - Advicent Solutions
Detailed financials for Advicent Solutions
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
Advicent Solutions Comparisons
Peer comparison for Advicent Solutions
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
Verified entity values are shown only after access is granted.
Competitors of Advicent Solutions
Advicent Solutions 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 Altruist, Centage, Nucleus Financial, CAIS and Brightflow AI, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| Locked | Locked | Locked |
Portfolio management software for financial advisors
|
|
| Locked | Locked | Locked |
Budgeting and planning software solutions for small to medium sized businesses.
|
|
| Locked | Locked | Locked |
Portfolio management solutions are offered to financial advisors.
|
|
| Locked | Locked | Locked |
Financial planning and advisory solutions are offered to wealth managers.
|
|
| Locked | Locked | Locked |
Cloud-based AI-driven cash flow forecasting is offered for businesses.
|
|
| Locked | Locked | Locked |
Digital wealth tools are provided to empower financial advisors.
|
Detailed competitors of Advicent Solutions
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Advicent Solutions
Complete news archive for Advicent Solutions
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Advicent Solutions
Advicent Solutions was founded in 1969 and raised its 1st funding round 45 years after it was founded.
Advicent Solutions is headquartered in Milwaukee, United States. It is registered at Milwaukee, Wisconsin, United States.
Phil Cunningham is the current CEO of Advicent Solutions.
As of Dec 31, 2022, the latest employee count at Advicent Solutions is 89.
Advicent Solutions provides SAAS based technology solutions for the financial services industry. It offers the following products: NaviPlan, Profiles, Figlo, Advisor. NaviPlan is a financial planning software. It devises future plans based on cash flow analysis, generates reports. Profiles is a lead generation tool that helps to add more clients. Advisor is a marketing communication tool while Figlo helps in client engagement, lead generation, interactive planning and financial planning.
Advicent Solutions's top competitors include Altruist, Nucleus Financial and Centage.
Advicent Solutions offers NaviPlan, NaviPlan Client Portal, and NaviPlan Guided Retirement.
Advicent Solutions has made 2 acquisitions, including Figlo, and Figlo.co.za.
Advicent Solutions has 4 investors. Key investors include InvestCloud, MidCap Financial, Vista Equity Partners, and M3 USA.