About AdviserLogic
AdviserLogic is a company based in Sydney (Australia) founded in 2006 was acquired by Morningstar in November 2019.. AdviserLogic offers products and services including AdviserLogic Software, Ava Chatbot, Cashflow Modelling, and Advice Documents. AdviserLogic operates in a competitive market with competitors including UST, NTT DATA, Breed Reply, Globant and 1&1 IONOS, among others.
- Headquarter Sydney, Australia
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Sectors
Technology
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Phone
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Website
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Annual Revenue
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Net Profit
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Latest Funding Round
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Employee Count
Employee Count
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Acquired by
Morningstar
(Nov 03, 2019)
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Products & Services of AdviserLogic
AdviserLogic offers a comprehensive portfolio of products and services, including AdviserLogic Software, Ava Chatbot, Cashflow Modelling, and Advice Documents. 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 streamlining financial advice and administrative tasks
AI chatbot providing instant query resolution for advisers
Interactive tool for intuitive cashflow and financial modelling
System for creating compliant advice statements and reports
Funding Insights of AdviserLogic
| 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 AdviserLogic
AdviserLogic has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Morningstar. 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 data and investment advisory tools are offered online.
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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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Venture capital is directed toward companies in multiple sectors.
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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 AdviserLogic
| 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 - AdviserLogic
| 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 |
Adviserlogic Comparisons
Competitors of AdviserLogic
AdviserLogic 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 UST, NTT DATA, Breed Reply, Globant and 1&1 IONOS, 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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High-quality office furniture is provided by UST for various needs.
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Application development, cloud, cybersecurity, and business intelligence services are provided.
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AI, cloud, and blockchain services are provided globally.
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IT and digital transformation services are delivered to various industries.
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Cloud infrastructure and hosting services are provided by 1&1 IONOS.
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Provider of end-to-end business process outsourcing services
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Adviserlogic
Frequently Asked Questions about AdviserLogic
When was AdviserLogic founded?
AdviserLogic was founded in 2006.
Where is AdviserLogic located?
AdviserLogic is headquartered in Sydney, Australia. It is registered at Sydney, New South Wales, Australia.
What does AdviserLogic do?
AdviserLogic was established in 2006 in Sydney, Australia, within the IT sector focused on financial advisory tools. Operations center on delivering software solutions for practice management, compliance, and client servicing. Services include workflow automation and data integration tailored to advisory firms. The company maintains its headquarters in Sydney, supporting regional operations across Australia through its online platform.
Who are the top competitors of AdviserLogic?
AdviserLogic's top competitors include Happiest Minds, 1&1 IONOS and Genpact.
What products or services does AdviserLogic offer?
AdviserLogic offers AdviserLogic Software, Ava Chatbot, Cashflow Modelling, and Advice Documents.
Who are AdviserLogic's investors?
AdviserLogic has 1 investor. Key investors include Morningstar.
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