About AdvisorPeak
AdvisorPeak is a Technology company based in Layton (United States) founded in 2017 by Damon Deru, and was acquired by Addepar in October 2021. Portfolio management and trading software is offered to financial advisors. Its chief executive, as recorded, is Damon Deru. AdvisorPeak offers products and services including Toto Macau and Lottery Pools. Its focus areas include FinTech, Investment Tech, Capital Market IT and Trade Management. Its competitors include GAIN Capital, Capitolis and ION Group; 3 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Layton, United States
- Founders Damon Deru
- Stage Acquired
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website advisorpeak.com
- Social LinkedIn X Facebook
- Acquired by Addepar (Oct 2021)
Products & Services of AdvisorPeak
AdvisorPeak offers a comprehensive portfolio of products and services, including Toto Macau and Lottery Pools.
Online betting service for Toto Macau with high reward multipliers.
Platform for various international lottery betting options.
Investors in AdvisorPeak
AdvisorPeak has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Addepar.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management solutions are delivered for investment advisors. | 2009 | addepar.com | Mountain View, United States |
Investor details for AdvisorPeak
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People of AdvisorPeak
1 people are tracked at AdvisorPeak (1 in leadership).
| Name | Role | Group |
|---|---|---|
Damon Deru | Founder & CEO | Leadership |
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Timeline of AdvisorPeak
2 dated milestones of AdvisorPeak across 4 years, from founding to its latest funding, stage changes and deals.
- Founded AdvisorPeak is founded.
- Exit Acquired by Addepar.
Competitors of AdvisorPeak
AdvisorPeak has 3 listed competitors in our database, 3 of them funded. They include GAIN Capital, Capitolis and ION Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| gaincapital.com | 1999 | Bedminster, United States | $175.5M | 252 | White-label front-end trading solutions for capital markets are provided. | |
| capitolis.com | 2016 | New York, United States | $478.46M | 62 | Trade management solutions are provided for investors in capital markets. | |
| iongroup.com | 1998 | New York, United States | $400M | 988 | Treasury management solutions are provided for financial institutions and banks. |
Detailed competitors of AdvisorPeak
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Top companies in Investment & Financial Technology
3 companies that operate in the same segment as AdvisorPeak (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 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 CEO of AdvisorPeak, as recorded in our data. 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, ION Group and GAIN Capital.
AdvisorPeak offers Toto Macau and Lottery Pools.
AdvisorPeak has 1 investor. Key investors include Addepar.
Yes. AdvisorPeak was acquired by Addepar in October 2021.