AdvisorFinder

Virginia Beach, United States Founded: 2023 • Age: 3 yrs
Financial advisors are connected to users via a search platform.
Annual revenue - Latest available
Total funding $3.2M 1 rounds
Employees - Tracked headcount
Investors - Known backers
Products 2 Services tracked
Competitors 8 Brand Intelligence

About AdvisorFinder

AdvisorFinder is a company based in Virginia Beach (United States) founded in 2023 by Drew Keever and Jason Friedman. AdvisorFinder has raised $3.25 million across 1 funding round. AdvisorFinder offers products and services including Advisor Search Platform and AUM Fee Calculator. AdvisorFinder operates in a competitive market with competitors including Bean, Bankeo, Talouskuutio.fi, Sepajak and Upfin, among others.

  • Headquarter Virginia Beach, United States
  • Founders Drew Keever, Jason Friedman
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Advisorfinder Llc
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $3.25 M (USD)

    in 1 rounds

  • Latest Funding Round
    $3.25 M (USD), Series A

    Dec 18, 2024

  • Investors
  • Employee Count
    Employee Count
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Products & Services of AdvisorFinder

AdvisorFinder offers a comprehensive portfolio of products and services, including Advisor Search Platform and AUM Fee Calculator.

Primary

Tool for users to find and contact financial advisors based on needs.

Calculator to estimate fees for assets under management.

Funding Insights of AdvisorFinder

AdvisorFinder has successfully raised a total of $3.25M through 1 strategic funding round. The most recent funding activity was a Series A round of $3.25 million completed in December 2024. 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 Series A — $3.2M
  • First Round

    (18 Dec 2024)

  • Investors Count
Date Amount Transaction Name Valuation Lead Investors Investors
Dec, 2024 Amount Series A - AdvisorFinder Valuation

investors

Investments & Acquisitions by AdvisorFinder

Investments

Financial Statements - AdvisorFinder

Advisorfinder Comparisons

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Competitors of AdvisorFinder

AdvisorFinder 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 Bean, Bankeo, Talouskuutio.fi, Sepajak and Upfin, among others.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
AI-driven accounting and management software solutions are provided.
domain founded_year HQ Location
Accounting professionals are hired through an online platform.
domain founded_year HQ Location
Online platform for searching and comparing accounting firms is operated.
domain founded_year HQ Location
Serves as an online platform offering a marketplace for tax professionals.
domain founded_year HQ Location
B2B marketplace connecting businesses with legal, accounting, and financial services.

Latest news on Advisorfinder

Frequently Asked Questions about AdvisorFinder

AdvisorFinder was founded in 2023 and raised its 1st funding round 1 year after it was founded.

AdvisorFinder is headquartered in Virginia Beach, United States. It is registered at Virginia Beach, Virginia, United States.

Jason Friedman is the current CEO of AdvisorFinder. They have also founded this company.

AdvisorFinder is a funded company, having raised a total of $3.25M across 1 funding round to date. The company's 1st funding round was a Series A of $3.25M, raised on Dec 18, 2024.

AdvisorFinder was founded in 2023 in Virginia Beach, United States, as an accountancy search platform in the financial services sector. A marketplace is operated where individuals and businesses can browse advisors from various firms, filter options by location and services, and research profiles for comparison. Intro calls with selected advisors can then be booked through the platform.

AdvisorFinder's top competitors include Bean, Accountric and Talouskuutio.fi.

AdvisorFinder offers Advisor Search Platform and AUM Fee Calculator.

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