AdvisorPeak

Layton, United States Founded: 2017 • Age: 9 yrs Acquired By Addepar
Portfolio management and trading software is offered to financial advisors.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors 1 Known backers
Products 2 Services tracked
Competitors 11 Brand Intelligence

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
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  • Phone
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  • Website
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  • Social
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Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
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  • Net Profit
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  • EBITDA
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  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    Not available
  • 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.

Product name locked
Category locked
Primary

Online betting service for Toto Macau with high reward multipliers.

Product name locked
Category locked
Locked

Platform for various international lottery betting options.

Funding Insights of AdvisorPeak

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Detailed funding history for AdvisorPeak

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Investors in AdvisorPeak

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

All
Institutional
Investor Description Founded Year Domain Location
Wealth management solutions are delivered for investment advisors.
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Investor details for AdvisorPeak

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Investments & Acquisitions by AdvisorPeak

Investments
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Investment portfolio details for AdvisorPeak

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Financial Statements - AdvisorPeak

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Detailed financials for AdvisorPeak

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Advisorpeak Comparisons

AdvisorPeak Primary company
Description
Portfolio management and trading software is offered to fina...
Location
Layton, United States
Founded Year
2017
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for AdvisorPeak

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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.

Company Name Domain Founded year HQ Location Description
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White-label front-end trading solutions for capital markets are provided.
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Trade management solutions are provided for investors in capital markets.
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Trade management solutions are provided for cross-border investor activities.
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Treasury management solutions are provided for financial institutions and banks.
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White-labelled software for private market investments is provided to organizations.
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Financial software solutions for lending, payments, and banking are provided.
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Detailed competitors of AdvisorPeak

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Latest news on Advisorpeak

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Complete news archive for AdvisorPeak

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Frequently Asked Questions about AdvisorPeak

AdvisorPeak was founded in 2017.

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

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

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.

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

AdvisorPeak offers Toto Macau and Lottery Pools.

AdvisorPeak has 1 investor. Key investors include Addepar.

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