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
-
Sectors
Technology
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Advisor Software, Inc.
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
- Investors
-
Employee Count
23
as on Dec 31, 2019
-
Acquired by
Refinitiv
(Jul 29, 2020)
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Funding Insights of Advisor Software
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Advisor Software
Advisor Software has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include LSEG Data & Analytics. 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 |
|---|---|---|---|---|
|
Financial markets data and infrastructure are provided globally by LSEG Data & Analytics.
|
Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
|
Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
|
Venture capital is directed toward companies in multiple sectors.
|
Founded Year | Domain | Location | |
|
Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
Investments & Acquisitions by Advisor Software
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Advisor Software
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Advisor Software Comparisons
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. 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 |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Wealth management solutions are delivered for investment advisors.
|
|
| domain | founded_year | HQ Location |
Wealth and investment management solutions are offered to institutional investors.
|
|
| domain | founded_year | HQ Location |
Cloud-based solutions for financial institutions are provided by Avaloq.
|
|
| domain | founded_year | HQ Location |
Asset and wealth management software is provided for businesses.
|
|
| domain | founded_year | HQ Location |
Cloud-based solutions are offered for wealth management and financial advising.
|
|
| domain | founded_year | HQ Location |
Cloud-based accounting and financial management solutions are offered to businesses.
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Latest news on Advisor Software
Frequently Asked Questions about Advisor Software
When was Advisor Software founded?
Advisor Software was founded in 1995.
Where is Advisor Software located?
Advisor Software is headquartered in Lafayette, United States. It is registered at Lafayette, Louisiana, United States.
How many employees does Advisor Software have?
As of Dec 31, 2019, the latest employee count at Advisor Software is 23.
What does Advisor Software do?
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.
Who are the top competitors of Advisor Software?
Advisor Software's top competitors include Addepar, Delta Capita and sei.
Who are Advisor Software's investors?
Advisor Software has 1 investor. Key investors include LSEG Data & Analytics.
Book a demo & talk to our team
Share a few details and we’ll reach out to schedule a session.