About Advise Technologies
Advise Technologies is a company based in New York (United States) founded in 2010 by Doug Schwenk was acquired by CIP Capital in January 2017. Advise Technologies has raised $935 thousand across 1 funding round from investors including CIP Capital. The company has 35 employees as of December 31, 2022. Advise Technologies offers products and services including Fund Reporting Platform, Investment Monitoring, Transaction Reporting, and Compliance Management. Advise Technologies operates in a competitive market with competitors including Thomson Reuters, Corlytics, Cube Global, Compliance.ai and Droit, among others.
- Headquarter New York, United States
- Employees 35 as on 31 Dec, 2022
- Founders Doug Schwenk
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Sectors
Financial ServicesTechnology
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Email
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Phone
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Website
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Social
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- Legal Name Advise Technologies, Llc
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$935 K (USD)
in 1 rounds
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Latest Funding Round
$935 K (USD), Seed
Aug 27, 2012
- Investors
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Employee Count
35
as on Dec 31, 2022
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Acquired by
CIP Capital
(Jan 30, 2017)
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Products & Services of Advise Technologies
Advise Technologies offers a comprehensive portfolio of products and services, including Fund Reporting Platform, Investment Monitoring, Transaction Reporting, and Compliance Management.
Automates reporting for fund compliance in financial services.
Tracks investments to ensure regulatory adherence.
Manages transaction data for global regulatory requirements.
Handles compliance tasks and risk assessments for firms.
People of Advise Technologies
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Funding Insights of Advise Technologies
Advise Technologies has successfully raised a total of $935K through 1 strategic funding round. The most recent funding activity was a Seed round of $935 thousand completed in August 2012. 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 Advise Technologies
Advise Technologies has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include CIP Capital.
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Private equity investments are focused on middle-market growth companies.
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Investor details for Advise Technologies
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Investments & Acquisitions by Advise Technologies
Investment portfolio details for Advise Technologies
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Financial Statements - Advise Technologies
Detailed financials for Advise Technologies
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Advise Technologies Comparisons
Peer comparison for Advise Technologies
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Competitors of Advise Technologies
Advise Technologies 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 Thomson Reuters, Corlytics, Cube Global, Compliance.ai and Droit, among others.
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Cloud-based legal management and data services are provided for businesses.
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Regulatory risk analytics and benchmarks are provided for financial firms.
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AI and SaaS-based regulatory technology solutions are delivered to businesses.
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Regulatory change management and regulatory intelligence solutions platform
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Compliance solutions for financial derivatives markets are provided by Droit.
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Cloud-based regulatory intelligence is delivered for financial institutions.
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Detailed competitors of Advise Technologies
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Latest news on Advise Technologies
Complete news archive for Advise Technologies
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Frequently Asked Questions about Advise Technologies
Advise Technologies was founded in 2010 and raised its 1st funding round 2 years after it was founded.
Advise Technologies is headquartered in New York, United States. It is registered at New York, New York, United States.
Doug Schwenk is the current CEO of Advise Technologies. They have also founded this company.
Advise Technologies is a funded company, having raised a total of $935K across 1 funding round to date.
As of Dec 31, 2022, the latest employee count at Advise Technologies is 35.
Advise Technologies was founded in 2010 and is headquartered in New York, United States. Regulatory reporting software solutions and related services are offered to investment managers, including hedge funds, fund administrators, and private equity firms. Operations extend to offices in France, Germany, Ireland, Malta, Switzerland, the Netherlands, and the United Kingdom. The company is led by founder and CEO Doug Schwenk.
Advise Technologies's top competitors include Thomson Reuters, Cube Global and Corlytics.
Advise Technologies offers Fund Reporting Platform, Investment Monitoring, Transaction Reporting, and Compliance Management.
Advise Technologies has 1 investor. Key investors include CIP Capital.