AdvisorPeak

Layton, United States Founded: 2017 • Age: 9 yrs Acquired By Addepar
Portfolio management and trading software is offered to financial advisors.
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About AdvisorPeak

AdvisorPeak is a company based in Layton (United States) founded in 2017 by Damon Deru was acquired by Addepar in October 2021.. AdvisorPeak offers products and services including Toto Macau and Lottery Pools. AdvisorPeak operates in a competitive market with competitors including GAIN Capital, Capitolis, M-DAQ, ION Group and Nasdaq Private Market, among others.

  • Headquarter Layton, United States
  • Founders Damon Deru
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Addepar

    (Oct 25, 2021)

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Products & Services of AdvisorPeak

AdvisorPeak offers a comprehensive portfolio of products and services, including Toto Macau and Lottery Pools. 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.

Primary

Online betting service for Toto Macau with high reward multipliers.

Platform for various international lottery betting options.

Funding Insights of AdvisorPeak

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

Investors in AdvisorPeak

AdvisorPeak has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Addepar. 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.

All
Institutional
Investor Description Founded Year Domain Location
Wealth management solutions are delivered for investment advisors.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by AdvisorPeak

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 - AdvisorPeak

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

Advisorpeak Comparisons

Employees
+
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Competitors of AdvisorPeak

AdvisorPeak 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 GAIN Capital, Capitolis, M-DAQ, ION Group and Nasdaq Private Market, 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
White-label front-end trading solutions for capital markets are provided.
domain founded_year HQ Location
Trade management solutions are provided for investors in capital markets.
domain founded_year HQ Location
Trade management solutions are provided for cross-border investor activities.
domain founded_year HQ Location
Treasury management solutions are provided for financial institutions and banks.
domain founded_year HQ Location
White-labelled software for private market investments is provided to organizations.
domain founded_year HQ Location
Financial software solutions for lending, payments, and banking are provided.
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 Advisorpeak

Frequently Asked Questions about AdvisorPeak

When was AdvisorPeak founded?

AdvisorPeak was founded in 2017.

Where is AdvisorPeak located?

AdvisorPeak is headquartered in Layton, United States. It is registered at Layton, Utah, United States.

Who is the current CEO of AdvisorPeak?

Damon Deru is the current CEO of AdvisorPeak. They have also founded this company.

What does AdvisorPeak do?

AdvisorPeak was founded in 2017 in Layton, United States, as a provider of investment software focused on wealth management. Tools are supplied for handling securities, currencies, mutual funds, ETFs, stocks, hedge funds, and fixed income assets. Solutions include algorithmic trading, trade order management, asset allocation, and portfolio rebalancing, supporting operations in the financial advisory sector.

Who are the top competitors of AdvisorPeak?

AdvisorPeak's top competitors include Capitolis, Halo Investing and M-DAQ.

What products or services does AdvisorPeak offer?

AdvisorPeak offers Toto Macau and Lottery Pools.

Who are AdvisorPeak's investors?

AdvisorPeak has 1 investor. Key investors include Addepar.

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