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
Not available
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Net Profit
Not available
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EBITDA
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Latest Funding Round
Not available
- Investors
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Employee Count
Not available
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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.
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
Detailed funding history for AdviserAsset
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Investors in AdviserAsset
AdviserAsset has secured backing from 1 investor. Prominent investors backing the company include FE fundinfo.
| Investor | Description | Founded Year | Domain | Location |
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Financial database and analytics for fund managers are offered.
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Locked | Locked | Locked |
Investor details for AdviserAsset
Investor domains, locations, round participation, and complete history require an active premium plan.
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Investments & Acquisitions by AdviserAsset
Investment portfolio details for AdviserAsset
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Financial Statements - AdviserAsset
Detailed financials for AdviserAsset
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Adviserasset Comparisons
Peer comparison for AdviserAsset
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
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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.
| Company Name | Domain | Founded year | HQ Location | Description |
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Wealth management solutions are delivered for investment advisors.
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Wealth and investment management solutions are offered to institutional investors.
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Cloud-based solutions for financial institutions are provided by Avaloq.
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| Locked | Locked | Locked |
Asset and wealth management software is provided for businesses.
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| Locked | Locked | Locked |
Cloud-based solutions are offered for wealth management and financial advising.
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| Locked | Locked | Locked |
Cloud-based accounting and financial management solutions are offered to businesses.
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Detailed competitors of AdviserAsset
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
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Latest news on Adviserasset
Complete news archive for AdviserAsset
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Frequently Asked Questions about AdviserAsset
AdviserAsset was founded in 2010.
AdviserAsset is headquartered in United Kingdom. It is registered at Kent, United Kingdom.
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.
AdviserAsset's top competitors include Addepar, Delta Capita and sei.
AdviserAsset offers Nexus for Asset Managers, Client Portal, Data Feeds, and Factsheet Production.
AdviserAsset has 1 investor. Key investors include FE fundinfo.