About Advisor
Advisor is a company based in Charleston (United States) founded in 2022 by Hunter Stunzi. It operates as a Professional Services, and Brokerage / Intermediation. Advisor has raised $3.75 million across 1 funding round. Advisor offers products and services including Advisor Wealth Management and Advisor Matching Tool. Advisor operates in a competitive market with competitors including The Tifin Group, Ascensus, Farther, Earned Wealth and Learnvest, among others.
- Headquarter Charleston, United States
- Founders Hunter Stunzi
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Sectors
Technology
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Email
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Phone
*********
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Website
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Social
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- Legal Name Advr Llc
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$3.75 M (USD)
in 1 rounds
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Latest Funding Round
$3.75 M (USD), Series A
May 16, 2025
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Investors
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Employee Count
Employee Count
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Products & Services of Advisor
Advisor offers a comprehensive portfolio of products and services, including Advisor Wealth Management and Advisor Matching Tool. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Wealth management services are provided for financial wellness.
Visitors are matched with third-party investment advisers.
Funding Insights of Advisor
Advisor has successfully raised a total of $3.75M through 1 strategic funding round. The most recent funding activity was a Series A round of $3.75 million completed in May 2025. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 1
- Last Round Series A — $3.8M
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First Round
First Round
(16 May 2025)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| May, 2025 | Amount | Series A - Advisor | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Advisor
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Advisor
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Advisor Comparisons
Competitors of Advisor
Advisor 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 The Tifin Group, Ascensus, Farther, Earned Wealth and Learnvest, 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 |
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| domain | founded_year | HQ Location |
AI-enabled financial planning and advisory solutions are provided for individuals.
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| domain | founded_year | HQ Location |
Retirement, health, and college savings services are administered nationwide.
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| domain | founded_year | HQ Location |
App-based financial planning and management platform for individuals
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| domain | founded_year | HQ Location |
Financial advisory and wealth management are provided to healthcare professionals.
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| domain | founded_year | HQ Location |
Personal finance management and investment advise
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| domain | founded_year | HQ Location |
An app-based platform is provided for individual wealth management.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Advisor
When was Advisor founded?
Advisor was founded in 2022 and raised its 1st funding round 3 years after it was founded.
Where is Advisor located?
Advisor is headquartered in Charleston, United States. It is registered at Charleston, South Carolina, United States.
Is Advisor a funded company?
Advisor is a funded company, having raised a total of $3.75M across 1 funding round to date. The company's 1st funding round was a Series A of $3.75M, raised on May 16, 2025.
What does Advisor do?
Financial wellness tools and expertise are provided by Advisor. Services include matching site visitors with third-party registered investment advisers through a dedicated tool. Additionally, in-house wealth management is offered via Advisor Wealth Management. The focus is on supporting financial decision-making across various client needs in the investment advisory sector.
Who are the top competitors of Advisor?
Advisor's top competitors include The Tifin Group, Ascensus and Farther.
What products or services does Advisor offer?
Advisor offers Advisor Wealth Management and Advisor Matching Tool.