About AdvisorTarget
AdvisorTarget is a company based in Nassau (United States) founded in 2019 by Duncan MacDonald Korth was acquired by Broadridge in May 2024. AdvisorTarget operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
- Headquarter Nassau, United States
- Founders Duncan MacDonald Korth
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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- Investors
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Employee Count
Not available
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Acquired by
Broadridge
(May 30, 2024)
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Funding Insights of AdvisorTarget
Detailed funding history for AdvisorTarget
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Investors in AdvisorTarget
AdvisorTarget has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Broadridge.
| Investor | Description | Founded Year | Domain | Location |
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Cloud-based accounting and financial management solutions are offered to businesses.
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Investor details for AdvisorTarget
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Investments & Acquisitions by AdvisorTarget
Investment portfolio details for AdvisorTarget
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Financial Statements - AdvisorTarget
Detailed financials for AdvisorTarget
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Advisortarget Comparisons
Peer comparison for AdvisorTarget
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Competitors of AdvisorTarget
AdvisorTarget 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 Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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Northwestern Mutual is engaged in financial planning and insurance services.
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Retirement, investment, and insurance products and services are provided.
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Asset management and investment advisory services are provided to clients.
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Detailed competitors of AdvisorTarget
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Latest news on Advisortarget
Complete news archive for AdvisorTarget
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Frequently Asked Questions about AdvisorTarget
AdvisorTarget was founded in 2019.
AdvisorTarget is headquartered in Nassau, United States. It is registered at Nassau, New York, United States.
Duncan MacDonald Korth is the current CEO of AdvisorTarget. They have also founded this company.
AdvisorTarget was founded in 2019 and is based in Nassau, United States. Operations center on delivering behavioral data for financial advisors, with a focus on demand lead generation through direct email marketing. Services target asset management companies, wealth management firms, and FinTech platforms. Predictive signals derived from advisor behaviors are utilized to facilitate relationship development in the financial sector.
AdvisorTarget's top competitors include Fidelity Investments, Investec and S&P Global.
AdvisorTarget has 1 investor. Key investors include Broadridge.