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
***********
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Zywave, Inc.
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
-
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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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 Funding Total Funding
- Total Rounds 1
- Last Round Last Round
- First Round First Round
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep, 2014 | Amount | Private Equity Round - Advicent Solutions | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. 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 |
|---|---|---|---|---|
|
Private debt funds are managed across multiple sectors.
|
Founded Year | Domain | Location | |
|
Investments are directed toward high-growth enterprise software and technology companies.
|
Founded Year | Domain | Location | |
|
Investment management software is provided for advisors and institutions.
|
Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
|
Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
|
Venture capital is directed toward companies in multiple sectors.
|
Founded Year | Domain | Location | |
|
Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
SaaS solutions for financial planning are developed for professionals.
|
1996 | ||||
|
Financial planning software is provided to banks, insurers, and consultants.
|
0 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
OVO is recognized as a smart digital payment application.
|
2017 | ||||
|
Bionic investment advisor platform
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 |
Financial Statements - Advicent Solutions
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Advicent Solutions Comparisons
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. 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 |
Portfolio management software for financial advisors
|
|
| domain | founded_year | HQ Location |
Budgeting and planning software solutions for small to medium sized businesses.
|
|
| domain | founded_year | HQ Location |
Portfolio management solutions are offered to financial advisors.
|
|
| domain | founded_year | HQ Location |
Financial planning and advisory solutions are offered to wealth managers.
|
|
| domain | founded_year | HQ Location |
Cloud-based AI-driven cash flow forecasting is offered for businesses.
|
|
| domain | founded_year | HQ Location |
Digital wealth tools are provided to empower financial advisors.
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Latest news on Advicent Solutions
Frequently Asked Questions about Advicent Solutions
When was Advicent Solutions founded?
Advicent Solutions was founded in 1969 and raised its 1st funding round 45 years after it was founded.
Where is Advicent Solutions located?
Advicent Solutions is headquartered in Milwaukee, United States. It is registered at Milwaukee, Wisconsin, United States.
Who is the current CEO of Advicent Solutions?
Phil Cunningham is the current CEO of Advicent Solutions.
How many employees does Advicent Solutions have?
As of Dec 31, 2022, the latest employee count at Advicent Solutions is 89.
What does Advicent Solutions do?
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.
Who are the top competitors of Advicent Solutions?
Advicent Solutions's top competitors include Altruist, Nucleus Financial and Centage.
What products or services does Advicent Solutions offer?
Advicent Solutions offers NaviPlan, NaviPlan Client Portal, and NaviPlan Guided Retirement.
How many acquisitions has Advicent Solutions made?
Advicent Solutions has made 2 acquisitions, including Figlo, and Figlo.co.za.
Who are Advicent Solutions's investors?
Advicent Solutions has 4 investors. Key investors include InvestCloud, MidCap Financial, Vista Equity Partners, and M3 USA.
Book a demo & talk to our team
Share a few details and we’ll reach out to schedule a session.