About AdvisorArch
AdvisorArch is a company based in New Hope (United States) founded in 2022 by Michael Kerins was acquired by Apex Fintech Solutions in March 2024.. AdvisorArch operates in a competitive market with competitors including Altruist, GeoWealth, Nucleus Financial, xalts and SnapTrade, among others.
- Headquarter New Hope, United States
- Founders Michael Kerins
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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 Advisorarch, Inc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Apex Fintech Solutions
(Mar 12, 2024)
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Funding Insights of AdvisorArch
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 |
Investors in AdvisorArch
AdvisorArch has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Apex Fintech Solutions. 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 |
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Apex Fintech Solutions is engaged in providing modern wealth tech for digital investing.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by AdvisorArch
| 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 - AdvisorArch
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| 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 |
Advisorarch Comparisons
Competitors of AdvisorArch
AdvisorArch 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 Altruist, GeoWealth, Nucleus Financial, xalts and SnapTrade, 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 |
Portfolio management software for financial advisors
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| domain | founded_year | HQ Location |
Integrated wealth management solutions are offered for advisors and institutions.
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| domain | founded_year | HQ Location |
Portfolio management solutions are offered to financial advisors.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered via an online platform.
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| domain | founded_year | HQ Location |
Provider of API enabling brokerage account connectivity for data and trading
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| domain | founded_year | HQ Location |
Digital wealth tools are provided to empower financial advisors.
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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 AdvisorArch
When was AdvisorArch founded?
AdvisorArch was founded in 2022.
Where is AdvisorArch located?
AdvisorArch is headquartered in New Hope, United States.
Who is the current CEO of AdvisorArch?
Michael Kerins is the current CEO of AdvisorArch. They have also founded this company.
What does AdvisorArch do?
AdvisorArch is a fintech company that offers digital advice tools to simplify the rebalancing of investment portfolios. They provide solutions to streamline the portfolio management process for wealth management firms.
Who are the top competitors of AdvisorArch?
AdvisorArch's top competitors include Altruist, Nucleus Financial and QPLIX.
Who are AdvisorArch's investors?
AdvisorArch has 1 investor. Key investors include Apex Fintech Solutions.