Advisor Target Data

Canada Founded: 2019 • Age: 7 yrs Acquired By Broadridge
Financial advisory services are provided to clients in Canada.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors 1 Known backers
Products - Services tracked
Competitors 7 Brand Intelligence

About Advisor Target Data

Advisor Target Data is a company based in Canada founded in 2019 was acquired by Broadridge in May 2024. Advisor Target Data operates in a competitive market with competitors including MassMutual, Point Digital Finance, Prudent, Reliance Capital and Power Corporation of Canada, among others.

  • Headquarter Canada
  • Sectors
    Financial Services
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    Not available
  • Acquired by
    Broadridge

    (May 30, 2024)

Upgrade to premium

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.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • 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 Target Data

Premium access

Detailed funding history for Advisor Target Data

Round names, dates, amounts, investors, and valuation history require an active premium plan.

  • Round names and dates
  • Funding amounts
  • Participating investors
  • Valuation history

Verified entity values are shown only after access is granted.

Investors in Advisor Target Data

Advisor Target Data has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Broadridge.

All
Institutional
Investor Description Founded Year Domain Location
Cloud-based accounting and financial management solutions are offered to businesses.
Locked Locked Locked
Premium access

Investor details for Advisor Target Data

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Advisor Target Data

Investments
Premium access

Investment portfolio details for Advisor Target Data

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

Verified entity values are shown only after access is granted.

Financial Statements - Advisor Target Data

Premium access

Detailed financials for Advisor Target Data

Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.

  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

Verified entity values are shown only after access is granted.

Advisor Target Data Comparisons

Advisor Target Data Primary company
Description
Financial advisory services are provided to clients in Canad...
Location
Canada
Founded Year
2019
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
Premium access

Peer comparison for Advisor Target Data

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
  • Funding comparison
  • Operating benchmarks

Verified entity values are shown only after access is granted.

+
Add Comparison
Available on Premium

Competitors of Advisor Target Data

Advisor Target Data 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 MassMutual, Point Digital Finance, Prudent, Reliance Capital and Power Corporation of Canada, among others.

Company Name Domain Founded year HQ Location Description
Locked Locked Locked
Mutual life insurance company
Locked Locked Locked
Fractional home equity is sold online for interest-free loans.
Locked Locked Locked
Provider of financial products and investment services
Locked Locked Locked
Financial services including loans, insurance, and asset management are provided.
Locked Locked Locked
Investments are held in financial services and renewable energy sectors.
Locked Locked Locked
Personal and business insurance products are provided nationwide.
Premium access

Detailed competitors of Advisor Target Data

Competitor domains, locations, full profiles, and operating metrics require an active premium plan.

  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

Verified entity values are shown only after access is granted.

Latest news on Advisor Target Data

Premium access

Complete news archive for Advisor Target Data

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

Verified entity values are shown only after access is granted.

Frequently Asked Questions about Advisor Target Data

Advisor Target Data was founded in 2019.

Advisor Target Data is headquartered in Canada.

The company was founded in 2019 and is located in Canada, where operations center on the financial advisory sector. Services are delivered through the domain advisortargetdata.com, focusing on guidance for financial planning and decision-making. Advisory support is extended to businesses and individuals, with an emphasis on data-driven strategies. Activities are conducted primarily within the Canadian market, addressing various financial needs without extending to broader investment management.

Advisor Target Data's top competitors include MassMutual, Point Digital Finance and Prudent.

Advisor Target Data has 1 investor. Key investors include Broadridge.

Explore millions of companies — effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals — all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available