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
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Net Profit
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EBITDA
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Latest Funding Round
- 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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Funding Insights of AdvisoryWorld
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in AdvisoryWorld
AdvisoryWorld has secured backing from 1 investor. Prominent investors backing the company include LPL Financial. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Stock brokerage and financial advisory services are provided to investors.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by AdvisoryWorld
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - AdvisoryWorld
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Advisoryworld Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Cloud-based financial planning and advisory solutions are provided for businesses.
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| domain | founded_year | HQ Location |
Wealth management solutions are provided online for financial markets.
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| domain | founded_year | HQ Location |
Wealth management services are provided to clients by the firm.
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| domain | founded_year | HQ Location |
SaaS-based financial advisory & planning solutions
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| domain | founded_year | HQ Location |
Retirement and superannuation solutions are provided, including investments and pensions.
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| domain | founded_year | HQ Location |
Financial planning software for IRA recordkeeping is offered.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about AdvisoryWorld
When was AdvisoryWorld founded?
AdvisoryWorld was founded in 1987.
Where is AdvisoryWorld located?
AdvisoryWorld is headquartered in Los Angeles, United States. It is registered at Los Angeles, California, United States.
How many employees does AdvisoryWorld have?
As of Dec 31, 2022, the latest employee count at AdvisoryWorld is 11.
What does AdvisoryWorld do?
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.
Who are the top competitors of AdvisoryWorld?
Who are AdvisoryWorld's investors?
AdvisoryWorld has 1 investor. Key investors include LPL Financial.
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