Advisor Websites

Vancouver, Canada Founded: 2002 • Age: 24 yrs Acquired By Snappy Kraken
Cloud-based marketing and CRM solutions are provided for financial advisers.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors 1 Known backers
Products 4 Services tracked
Competitors 10 Brand Intelligence

About Advisor Websites

Advisor Websites is a company based in Vancouver (Canada) founded in 2002 was acquired by Snappy Kraken in May 2022. Advisor Websites offers products and services including Personalized Website Design, Digital Marketing Solutions, Calendar Scheduling Tool, and Web Accessibility Solution. Advisor Websites operates in a competitive market with competitors including Hearsay Systems, Zafin, PureFacts, Shift Technology and Glia, among others.

  • Headquarter Vancouver, Canada
  • Sectors
    Technology
    Financial Services
  • Email
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  • Phone
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  • Website
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  • Social
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Operational Areas
Technology → Enterprise Software & Productivity Solutions Unlock Sub-Sector Unlock Segment
Financial Services → FinTech & Digital Finance Unlock Sub-Sector Unlock Segment
Financial Services → FinTech & Digital Finance Unlock Sub-Sector Unlock Segment
Technology → Marketing, Adtech & Commerce Technology 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
    Snappy Kraken

    (May 03, 2022)

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Products & Services of Advisor Websites

Advisor Websites offers a comprehensive portfolio of products and services, including Personalized Website Design, Digital Marketing Solutions, Calendar Scheduling Tool, and Web Accessibility Solution.

Product name locked
Category locked
Primary

Service for creating tailored websites for financial professionals.

Product name locked
Category locked
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Tools for content library and social media to drive business growth.

Product name locked
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Application for scheduling and managing client appointments.

Product name locked
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Features to ensure websites meet accessibility standards.

Funding Insights of Advisor Websites

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Detailed funding history for Advisor Websites

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 Websites

Advisor Websites has secured backing from 1 investor. Prominent investors backing the company include Snappy Kraken.

All
Investor Description Founded Year Domain Location
Marketing and campaign management solutions are provided to financial advisors.
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Investor details for Advisor Websites

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 Websites

Investments
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Investment portfolio details for Advisor Websites

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

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

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Financial Statements - Advisor Websites

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Detailed financials for Advisor Websites

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

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Advisor Websites Comparisons

Advisor Websites Primary company
Description
Cloud-based marketing and CRM solutions are provided for fin...
Location
Vancouver, Canada
Founded Year
2002
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
Premium access

Peer comparison for Advisor Websites

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

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

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Competitors of Advisor Websites

Advisor Websites 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 Hearsay Systems, Zafin, PureFacts, Shift Technology and Glia, among others.

Company Name Domain Founded year HQ Location Description
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Marketing analytics platform is utilized for financial services customer engagement.
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Software solutions for relationship banking in financial services are delivered.
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CRM solutions for wealth managers
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Provider of AI solutions for insurance underwriting, claims, and risk
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Cloud-based omnichannel platform is provided for financial customer service.
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Customer engagement solutions are provided to banks and related sectors.
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Detailed competitors of Advisor Websites

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 Websites

Snappy Kraken Acquires Advisor Website
Destinationcrm4 years ago
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Complete news archive for Advisor Websites

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

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Frequently Asked Questions about Advisor Websites

Advisor Websites was founded in 2002.

Advisor Websites is headquartered in Vancouver, Canada. It is registered at Vancouver, British Columbia, Canada.

Advisor Websites was founded in 2002 in Vancouver, Canada, and operates in the financial services sector. Cloud-based platforms are offered to financial advisers, incorporating branded online presences, personalized website designs, CRM integrations, content libraries, automated scheduling tools, social media sharing features, compliance management, and support options via email or phone. Meeting scheduling tools are also included to facilitate client relationship building and marketing efforts.

Advisor Websites's top competitors include Hearsay Systems, Glia and Shift Technology.

Advisor Websites offers Personalized Website Design, Digital Marketing Solutions, Calendar Scheduling Tool, and Web Accessibility Solution.

Advisor Websites has 1 investor. Key investors include Snappy Kraken.

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