About Advisor Software
Advisor Software is a company based in Lafayette (United States) founded in 1995 was acquired by Refinitiv in July 2020. The company has 23 employees as of December 31, 2019. Advisor Software operates in a competitive market with competitors including Addepar, sei, Avaloq, 360 One and Envestnet, among others.
- Headquarter Lafayette, United States
- Employees 23 as on 31 Dec, 2019
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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 Advisor Software, Inc.
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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
23
as on Dec 31, 2019
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Acquired by
Refinitiv
(Jul 29, 2020)
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Funding Insights of Advisor Software
Detailed funding history for Advisor Software
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Investors in Advisor Software
Advisor Software has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include LSEG Data & Analytics.
| Investor | Description | Founded Year | Domain | Location |
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Financial markets data and infrastructure are provided globally by LSEG Data & Analytics.
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Investor details for Advisor Software
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Investments & Acquisitions by Advisor Software
Investment portfolio details for Advisor Software
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Financial Statements - Advisor Software
Detailed financials for Advisor Software
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Advisor Software Comparisons
Peer comparison for Advisor Software
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Competitors of Advisor Software
Advisor Software 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.
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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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Asset and wealth management software is provided for businesses.
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Cloud-based solutions are offered for wealth management and financial advising.
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Cloud-based accounting and financial management solutions are offered to businesses.
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Detailed competitors of Advisor Software
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Latest news on Advisor Software
Complete news archive for Advisor Software
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Frequently Asked Questions about Advisor Software
Advisor Software was founded in 1995.
Advisor Software is headquartered in Lafayette, United States. It is registered at Lafayette, Louisiana, United States.
As of Dec 31, 2019, the latest employee count at Advisor Software is 23.
Advisor Software, Inc. was founded in 1995 and is located in La Fayette, United States. Wealth management solutions are offered to the advisor market, including an enterprise rebalancing tool and a financial planning platform. Applications are developed for asset management firms, broker-dealers, banks, insurance companies, online brokerages, and other financial entities. A white-label robo advisory platform is also made available to clients.
Advisor Software's top competitors include Addepar, Delta Capita and sei.
Advisor Software has 1 investor. Key investors include LSEG Data & Analytics.