About AdvisorCheck
AdvisorCheck is a Technology company based in Englewood Cliffs (United States) founded in 2020 by Lawrence Bates and K J Kim. Comprehensive background checks on financial advisors are offered online. AdvisorCheck has raised $1.8 million across 1 funding round. Its focus areas include FinTech, Investment Tech, Financial Databases and Asset Managers. Its competitors include Morningstar, S&P Global and Intercontinental Exchange; 2 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Englewood Cliffs, United States
- Founders Lawrence Bates, K J Kim
- SectorsTechnology
- Email••••••••
- Website advisorcheck.com
- Social LinkedIn X Facebook
- Total Equity Funding$1.8M (USD)
in 1 rounds
- Latest Funding Round$1.8M (USD), Seed
Jun 2023
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 $1.8M
- Total Rounds 1
- Last Round Seed — $1.8M
- First Round $1.8M
(Jun 2023)
All 1 funding rounds of AdvisorCheck with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2023 | $1.8M | Seed | – | – | – |
People of AdvisorCheck
2 people are tracked at AdvisorCheck (2 in leadership).
| Name | Role | Group |
|---|---|---|
Lawrence Bates | Co-Founder | Leadership |
K J Kim | Co-Founder | Leadership |
Complete people profiles for AdvisorCheck
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Timeline of AdvisorCheck
2 dated milestones of AdvisorCheck across 3 years, from founding to its latest funding, stage changes and deals.
- Founded AdvisorCheck is founded.
- Funding First funding round of $1.8M.
Competitors of AdvisorCheck
AdvisorCheck has 3 listed competitors in our database, 2 of them funded. They include Morningstar, S&P Global and Intercontinental Exchange.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| morningstar.com | 1984 | Chicago, United States | $91M | 9,161 | Financial data and investment advisory tools are offered online. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| ice.com | 1999 | Atlanta, United States | 13,222 | Private and financial market data analytics solutions are provided. |
Detailed competitors of AdvisorCheck
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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Web traffic of AdvisorCheck
The website of AdvisorCheck (advisorcheck.com) receives about 9.9K visits a month.
- Monthly visits9.9K
▼ 41.3% vs previous month
Websites whose visitors overlap most with AdvisorCheck. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| indyfin.com | 100% | 32.9K | #998,077 | View details | |
smartadvisormatch.com | smartadvisormatch.com | 68% | #988,959 | – | |
unbiased.com | unbiased.com | 68% | #103,874 | – | |
| insurancelevel.com | 68% | 6.3K | #4,869,017 | View details |
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as AdvisorCheck (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Advisorcheck
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Frequently Asked Questions about AdvisorCheck
AdvisorCheck was founded in 2020 and raised its 1st funding round 3 years after it was founded.
AdvisorCheck is headquartered in Englewood Cliffs, United States. It is registered at Englewood Cliffs, New Jersey, United States.
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 2023.
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.
AdvisorCheck's top competitors include Morningstar, S&P Global and Intercontinental Exchange.