About Advisor Target Data
Advisor Target Data is a Financial Services company based in Canada founded in 2019, and was acquired by Broadridge in May 2024. Financial advisory services are provided to clients in Canada. Its focus areas include Asset Management and Financial Advisors.
Company details
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.
- Headquarters Canada
- Stage Acquired
- SectorsFinancial Services
- Website advisortargetdata.com
- Social LinkedIn
- Acquired by Broadridge (May 2024)
- Investors
- Acquired byBroadridge
(May 2024)
Investors in Advisor Target Data
Advisor Target Data has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Broadridge.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Cloud-based accounting and financial management solutions are offered to businesses. | 2007 | broadridge.com | New York, United States |
Investor details for Advisor Target Data
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Timeline of Advisor Target Data
2 dated milestones of Advisor Target Data across 5 years, from founding to its latest funding, stage changes and deals.
- Founded Advisor Target Data is founded.
- Exit Acquired by Broadridge.
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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 has 1 investor. Key investors include Broadridge.
Yes. Advisor Target Data was acquired by Broadridge in May 2024.