About AdvisoryWorld
AdvisoryWorld is a company based in Los Angeles (United States) founded in 1987 was acquired by LPL Financial in December 2018. The company has 11 employees as of December 31, 2022. AdvisoryWorld operates in a competitive market with competitors including Planful, Iress, Modern Wealth Management, Wealthpilot and Link Group, among others.
- Headquarter Los Angeles, United States
- Employees 11 as on 31 Dec, 2022
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Sectors
Technology
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Phone
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Website
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Social
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- Legal Name Advisoryworld
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Latest Funding Round
Not available
- Investors
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Employee Count
11
as on Dec 31, 2022
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Acquired by
LPL Financial
(Dec 03, 2018)
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People of AdvisoryWorld
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Funding Insights of AdvisoryWorld
Detailed funding history for AdvisoryWorld
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Investors in AdvisoryWorld
AdvisoryWorld has secured backing from 1 investor. Prominent investors backing the company include LPL Financial.
| Investor | Description | Founded Year | Domain | Location |
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Stock brokerage and financial advisory services are provided to investors.
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Investor details for AdvisoryWorld
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Investments & Acquisitions by AdvisoryWorld
Investment portfolio details for AdvisoryWorld
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Financial Statements - AdvisoryWorld
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Advisoryworld Comparisons
Peer comparison for AdvisoryWorld
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Competitors of AdvisoryWorld
AdvisoryWorld 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 Planful, Iress, Modern Wealth Management, Wealthpilot and Link Group, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Cloud-based financial planning and advisory solutions are provided for businesses.
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Wealth management solutions are provided online for financial markets.
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Wealth management services are provided to clients by the firm.
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SaaS-based financial advisory & planning solutions
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Retirement and superannuation solutions are provided, including investments and pensions.
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Financial planning software for IRA recordkeeping is offered.
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Detailed competitors of AdvisoryWorld
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Latest news on Advisoryworld
Complete news archive for AdvisoryWorld
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Frequently Asked Questions about AdvisoryWorld
AdvisoryWorld was founded in 1987.
AdvisoryWorld is headquartered in Los Angeles, United States. It is registered at Los Angeles, California, United States.
As of Dec 31, 2022, the latest employee count at AdvisoryWorld is 11.
Portfolio Analysis and Investment Planning Software Apps. It provides portfolio analytics and investment planning apps to investment professionals.The companys applications feature portfolio modeling, investment analysis, asset allocation, optimization, detailed cash flows, Monte Carlo simulation, security screening, style and factor analysis. The application is fully integrated with leading Performance Reporting and CRM software. AdvisoryWorld products include databases consisting of Asset Classes, Mutual Funds, Stocks, Closed End Funds, ETFs, and Separate Accounts from sources such as Lipper, SP Capital IQ, Morningstar and Zacks Investment Research. Once a client or prospects current portfolio allocation is entered into the software, either manually or via import, advisors can review extensive performance and diversification based metrics over a user-defined time horizon.
AdvisoryWorld has 1 investor. Key investors include LPL Financial.