About AdviserAsset
AdviserAsset is a company based in United Kingdom founded in 2010 by Colin Turton was acquired by FE fundinfo in September 2024.. AdviserAsset offers products and services including Nexus for Asset Managers, Client Portal, Data Feeds, and Factsheet Production. AdviserAsset operates in a competitive market with competitors including Addepar, sei, Avaloq, 360 One and Envestnet, among others.
- Headquarter Kent, United Kingdom
- Founders Colin Turton
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Sectors
Technology
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Phone
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Website
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Social
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- Legal Name Fe Fundinfo Limited
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
FE fundinfo
(Sep 12, 2024)
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Products & Services of AdviserAsset
AdviserAsset offers a comprehensive portfolio of products and services, including Nexus for Asset Managers, Client Portal, Data Feeds, and Factsheet Production. 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.
Platform for global funds registration and regulatory filing services
Tool for client onboarding, engagement, and financial planning
Service providing verified data for investment research and analysis
Service for creating and disseminating regulatory documents
Funding Insights of AdviserAsset
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in AdviserAsset
AdviserAsset has secured backing from 1 investor. Prominent investors backing the company include FE fundinfo. 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 |
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Financial database and analytics for fund managers are offered.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by AdviserAsset
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - AdviserAsset
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Adviserasset Comparisons
Competitors of AdviserAsset
AdviserAsset 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 Addepar, sei, Avaloq, 360 One and Envestnet, 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 |
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for investment advisors.
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| domain | founded_year | HQ Location |
Wealth and investment management solutions are offered to institutional investors.
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| domain | founded_year | HQ Location |
Cloud-based solutions for financial institutions are provided by Avaloq.
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| domain | founded_year | HQ Location |
Asset and wealth management software is provided for businesses.
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| domain | founded_year | HQ Location |
Cloud-based solutions are offered for wealth management and financial advising.
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| domain | founded_year | HQ Location |
Cloud-based accounting and financial management solutions are offered to businesses.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about AdviserAsset
When was AdviserAsset founded?
AdviserAsset was founded in 2010.
Where is AdviserAsset located?
AdviserAsset is headquartered in United Kingdom. It is registered at Kent, United Kingdom.
What does AdviserAsset do?
AdviserAsset was founded in 2010 in Kent, United Kingdom, as a platform in the financial services sector. Integration tools are offered to assist financial advisers and para-planners in managing clients financial affairs. Features include support for charge comparisons, switching and consolidation processes, platform due diligence, and cash flow planning. Operations focus on enhancing efficiency in advisory practices across the UK.
Who are the top competitors of AdviserAsset?
AdviserAsset's top competitors include Addepar, Delta Capita and sei.
What products or services does AdviserAsset offer?
AdviserAsset offers Nexus for Asset Managers, Client Portal, Data Feeds, and Factsheet Production.
Who are AdviserAsset's investors?
AdviserAsset has 1 investor. Key investors include FE fundinfo.
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