AdvisorCheck

Englewood Cliffs, United States Founded: 2020 • Age: 6 yrs
Comprehensive background checks on financial advisors are offered online.
Request Access

About AdvisorCheck

AdvisorCheck is a company based in Englewood Cliffs (United States) founded in 2020 by Lawrence Bates and K J Kim.. AdvisorCheck has raised $1.8 million across 1 funding round. AdvisorCheck operates in a competitive market with competitors including Morningstar, IHS Markit, S&P Global, Intercontinental Exchange and CME Group, among others.

  • Headquarter Englewood Cliffs, United States
  • Founders Lawrence Bates, K J Kim
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Technology → Cloud, Data & Analytics Infrastructure
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $1.8 M (USD)

    in 1 rounds

  • Latest Funding Round
    $1.8 M (USD), Seed

    Jun 26, 2023

  • Investors
  • Employee Count
    Employee Count
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 AdvisorCheck

AdvisorCheck has successfully raised a total of $1.8M through 1 strategic funding round. The most recent funding activity was a Seed round of $1.8 million completed in June 2023. 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 Rounds 1
  • Last Round Seed — $1.8M
  • First Round

    (26 Jun 2023)

  • Investors Count
Date Amount Transaction Name Valuation Lead Investors Investors
Jun, 2023 Amount Seed - AdvisorCheck Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by AdvisorCheck

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - AdvisorCheck

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Advisorcheck Comparisons

Employees
+
Add Comparison
Available on Premium

Competitors of AdvisorCheck

AdvisorCheck 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 Morningstar, IHS Markit, S&P Global, Intercontinental Exchange and CME Group, 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
domain founded_year HQ Location
Financial data and investment advisory tools are offered online.
domain founded_year HQ Location
Online data source platform for information, analytics, and solutions for governments and financial markets
domain founded_year HQ Location
Platform offering business intelligence solutions that combine data and actionable analytics for clients
domain founded_year HQ Location
Private and financial market data analytics solutions are provided.
domain founded_year HQ Location
Online trading and financial data exchange marketplace for capital assets
domain founded_year HQ Location
Operates a digital hub for securities and derivatives exchange data.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Advisorcheck

Frequently Asked Questions about AdvisorCheck

When was AdvisorCheck founded?

AdvisorCheck was founded in 2020 and raised its 1st funding round 3 years after it was founded.

Where is AdvisorCheck located?

AdvisorCheck is headquartered in Englewood Cliffs, United States. It is registered at Englewood Cliffs, New Jersey, United States.

Is AdvisorCheck a funded company?

AdvisorCheck is a funded company, having raised a total of $1.8M across 1 funding round to date. The company's 1st funding round was a Seed of $1.8M, raised on Jun 26, 2023.

What does AdvisorCheck do?

AdvisorCheck was founded in 2020 and is based in Englewood Cliffs, United States. An online platform is operated in the financial services sector, where a database of information about financial advisors is maintained. Background check services are provided to investors for evaluating or reassessing financial partners, enabling informed decisions through accessible data.

Who are the top competitors of AdvisorCheck?

AdvisorCheck's top competitors include Morningstar, IHS Markit and CME Group.

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