About Advicent Solutions
Advicent Solutions is a Technology company based in Milwaukee (United States) founded in 1969, and was acquired by InvestCloud in May 2021. SAAS-based financial planning tools are offered for the services industry. The company has 89 employees. Advicent Solutions has completed 2 acquisitions, including Figlo and Figlo.co.za. Its chief executive, as recorded, is Phil Cunningham. Advicent Solutions offers products and services including NaviPlan, NaviPlan Client Portal, and NaviPlan Guided Retirement. Its focus areas include FinTech, Finance & Accounting Tech, Financial Planning & Analysis and Budgeting & Forecasting. Its legal entity is ZYWAVE, INC. Its competitors include Altruist, Centage and CAIS; 3 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Milwaukee, United States
- Employees 89
- Stage Acquired
- SectorsTechnology
- Email••••••••
- Website advicentsolutions.com
- Social LinkedIn
- Acquired by InvestCloud (May 2021)
- Legal Name Zywave, Inc.
- InvestorsInvestCloud
& 3 more
- Employee Count89
- Investments & AcquisitionsFiglo
& 1 more
- Acquired by
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
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of Advicent Solutions 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 |
|---|---|---|---|---|---|
| Sep 2014 | Private Equity Round | – | – |
4 investors in total: 4 institutional.
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. | 2008 | midcapfinancial.com | Bethesda, United States | |
Investments are directed toward high-growth enterprise software and technology companies. | vistaequitypartners.com | Austin, United States | ||
Investment management software is provided for advisors and institutions. | 2010 | investcloud.com | West Hollywood, United States | |
Healthcare community connections are facilitated by M3 USA. | usa.m3.com | Fort Washington, USA |
Investor details for Advicent Solutions
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People of Advicent Solutions
1 people are tracked at Advicent Solutions (1 in leadership); the tracked headcount is 89.
| Name | Role | Group |
|---|---|---|
Phil Cunningham | CEO | Leadership |
Complete people profiles for Advicent Solutions
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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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
SaaS solutions for financial planning are developed for professionals. | figlo.com | Rotterdam, Netherlands | 1996 | Sep 2014 | •••• | |
Financial planning software is provided to banks, insurers, and consultants. | figlo.co.za | South Africa | 0 | Sep 2014 | •••• |
Complete acquisition details for Advicent Solutions
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Timeline of Advicent Solutions
7 dated milestones of Advicent Solutions across 52 years, from founding to its latest funding, stage changes and deals.
- Founded Advicent Solutions is founded.
- Exit Acquired by Vista Equity Partners.
- Funding First funding round.
- Acquisition Acquires Figlo.
- Acquisition Acquires Figlo.co.za.
- Exit Acquired by M3 USA.
- Exit Acquired by InvestCloud.
Competitors of Advicent Solutions
Advicent Solutions has 3 listed competitors in our database, 3 of them funded. They include Altruist, Centage and CAIS.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| centage.com | 2002 | Natick, United States | $24.31M | Budgeting and planning software solutions for small to medium sized businesses. | ||
| caisgroup.com | 2009 | New York, United States | $734M | Financial planning and advisory solutions are offered to wealth managers. |
Detailed competitors of Advicent Solutions
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Web traffic of Advicent Solutions
Websites that share an audience with Advicent Solutions (advicentsolutions.com).
Websites whose visitors overlap most with Advicent Solutions. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
naviplancentral.com | naviplancentral.com | 100% | #714,893 | – | |
| abladvisor.com | 84% | #1,061,477 | View details | ||
toolsformoney.com | toolsformoney.com | 82% | #6,377,577 | – | |
| moneyguidepro.com | 77% | 173.3K | #127,275 | View details | |
fppad.com | fppad.com | 76% | #9,207,082 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 17 similar websites and full traffic analytics for Advicent Solutions
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- 17 similar websites
- Audience overlap
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Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Advicent Solutions (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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Related news about Advicent Solutions
Complete news archive for Advicent Solutions
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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 CEO of Advicent Solutions, as recorded in our data.
Advicent Solutions has 89 employees.
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 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.
Advicent Solutions operates through Zywave, Inc..
Yes. Advicent Solutions was acquired by InvestCloud in May 2021.