About AdvisorTarget
AdvisorTarget is a Financial Services company based in Nassau (United States) founded in 2019 by Duncan MacDonald Korth, and was acquired by Broadridge in May 2024. Behavioral data on financial advisors is supplied for lead generation. Its chief executive, as recorded, is Duncan MacDonald Korth. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
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.
- Headquarters Nassau, United States
- Founders Duncan MacDonald Korth
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website advisortarget.co
- Social LinkedIn
- Acquired by Broadridge (May 2024)
- Investors
- Acquired byBroadridge
(May 2024)
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 |
|---|---|---|---|---|
Cloud-based accounting and financial management solutions are offered to businesses. | 2007 | broadridge.com | New York, United States |
Investor details for AdvisorTarget
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People of AdvisorTarget
1 people are tracked at AdvisorTarget (1 in leadership).
| Name | Role | Group |
|---|---|---|
Duncan MacDonald Korth | Founder & CEO | Leadership |
Complete people profiles for AdvisorTarget
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Timeline of AdvisorTarget
2 dated milestones of AdvisorTarget across 5 years, from founding to its latest funding, stage changes and deals.
- Founded AdvisorTarget is founded.
- Exit Acquired by Broadridge.
Competitors of AdvisorTarget
AdvisorTarget has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of AdvisorTarget
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Top companies in Asset Management
3 companies that operate in the same segment as AdvisorTarget (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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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 CEO of AdvisorTarget, as recorded in our data. 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, Northwestern Mutual and Morgan Stanley.
AdvisorTarget has 1 investor. Key investors include Broadridge.
Yes. AdvisorTarget was acquired by Broadridge in May 2024.