About AdvicePeriod
AdvicePeriod is a Financial Services company based in Los Angeles (United States) founded in 2014. It provides financial planning, investment advice, and wealth management services. It operates on a B2C model in Financial Services and Technology sectors. The company has 34 employees. AdvicePeriod offers products and services including Investment Advisory Services and Market Commentary. Its focus areas include FinTech, Investment Tech, Wealth Management and Advisory Services. Its legal entity is ADVICE PERIOD, LLC. Similar companies include Raymond James, Wintrust and Focus Financial Partners; 1 of its 3 listed similar companies has raised funding.
Company details
AdvicePeriod focuses on reinventing wealth management by delivering actionable financial advice and robust planning to help clients meet objectives. It emphasizes data-driven processes for preserving wealth, offering transparency and access across the US. Services include market commentary, retirement planning, and personalized insights for individuals and families, prioritizing simplicity and accountability.
- Headquarters Los Angeles, United States
- Employees 34
- SectorsFinancial ServicesTechnology
- Phone•••• ••••
- Website adviceperiod.com
- Social LinkedIn X Facebook Instagram
- Legal Name Advice Period, Llc
- Employee Count34
Products & Services of AdvicePeriod
AdvicePeriod offers a comprehensive portfolio of products and services, including Investment Advisory Services and Market Commentary.
Offers personalized advice for wealth management and financial goals.
Provides insights on market trends and updates for informed decisions.
People of AdvicePeriod
25 people are tracked at AdvicePeriod (18 in leadership, 7 in team); the tracked headcount is 34.
| Name | Role | Group |
|---|---|---|
Jonathan Straub | Founder & Principal | Leadership |
Steven Lockshin | Founder & Principal | Leadership |
Alan Bonde | Partner Advisor | Leadership |
Alan Gelb | Partner Advisor | Leadership |
Brett Nelson | Partner Advisor | Leadership |
Erik Gulsrud | Partner Advisor | Leadership |
Rehan Chaudhry | Partner Advisor | Leadership |
Dominic Cozzetto | Partner Advisor | Leadership |
Larry Isaacs | Partner | Leadership |
Daniel Legault | Partner Advisor | Leadership |
Megan Logee | Partner Advisor | Leadership |
Laurel Mann | Partner Advisor | Leadership |
David Paley | Partner Advisor | Leadership |
Chrissy Canapari | Partner Advisor | Leadership |
Ray Prospero | Partner Advisor | Leadership |
Jim Shagawat | Partner Advisor | Leadership |
Richard Hansen | Partner Advisor | Leadership |
Marc L. Russell | Founder & Principal | Leadership |
Scott Davis | Senior Advisor | Team |
Alison Roth | Advisor | Team |
5 more people are available in the full profile.
Complete people profiles for AdvicePeriod
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Similar companies to AdvicePeriod
AdvicePeriod has 3 listed similar companies in our database, 1 of them funded. They include Raymond James, Wintrust and Focus Financial Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. |
Detailed similar companies of AdvicePeriod
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Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as AdvicePeriod (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Adviceperiod
Complete news archive for AdvicePeriod
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Frequently Asked Questions about AdvicePeriod
AdvicePeriod was founded in 2014.
AdvicePeriod is headquartered in Los Angeles, United States. It is registered at Los Angeles, California, United States.
AdvicePeriod has 34 employees.
AdvicePeriod focuses on reinventing wealth management by delivering actionable financial advice and robust planning to help clients meet objectives. It emphasizes data-driven processes for preserving wealth, offering transparency and access across the US. Services include market commentary, retirement planning, and personalized insights for individuals and families, prioritizing simplicity and accountability.
AdvicePeriod's top competitors include Focus Financial Partners, Raymond James and Wintrust.
AdvicePeriod offers Investment Advisory Services and Market Commentary.
AdvicePeriod operates through Advice Period, Llc.