About Advisor Group
Advisor Group is a company based in Phoenix (United States) founded in 1988 was acquired by Reverence Capital Partners in May 2019.. The company has 1,997 employees as of December 31, 2022. Advisor Group has completed 2 acquisitions, including American Portfolios and Infinex Financial Group.
- Headquarter Phoenix, United States
- Employees 1997 as on 31 Dec, 2022
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Phone
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Website
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Social
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- Legal Name Osaic, Inc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
Lightyear Capital
& 2 more
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Employee Count
1997
as on Dec 31, 2022
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Investments & Acquisitions
American Portfolios
& 1 more
- Acquired by
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Funding Insights of Advisor Group
| 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 Advisor Group
Advisor Group has secured backing from 3 investors, including venture fund and institutional investors. Prominent investors backing the company include Lightyear Capital, Reverence Capital Partners and PSP Investments. 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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Private equity firm investing in financial services sector
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Founded Year | Domain | Location | |
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A private equity fund is managed, targeting multiple sectors.
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Founded Year | Domain | Location | |
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Manages investments for public sector pensions in capital markets, real estate, and private equity.
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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 Advisor Group
Advisor Group has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include American Portfolios and Infinex Financial Group. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Stock brokerage services are provided to investors by American Portfolios.
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2001 | ||||
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Provider of stock brokerage services
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1993 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Advisor Group
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| 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 |
Advisor Group Comparisons
Competitors of Advisor Group
| 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 Advisor Group
When was Advisor Group founded?
Advisor Group was founded in 1988.
Where is Advisor Group located?
Advisor Group is headquartered in Phoenix, United States. It is registered at Phoenix, Arizona, United States.
How many employees does Advisor Group have?
As of Dec 31, 2022, the latest employee count at Advisor Group is 1,997.
What does Advisor Group do?
Provider of securities and investment advisory services.
How many acquisitions has Advisor Group made?
Advisor Group has made 2 acquisitions, including American Portfolios, and Infinex Financial Group.
Who are Advisor Group's investors?
Advisor Group has 3 investors. Key investors include Lightyear Capital, Reverence Capital Partners, and PSP Investments.
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