About AdvisoryWorld
AdvisoryWorld is a Technology company based in Los Angeles (United States) founded in 1987, and was acquired by LPL Financial in December 2018. Portfolio analysis and investment planning apps are offered to professionals. The company has 11 employees. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Suite. Its competitors include Planful, Modern Wealth Management and iraLogix; 3 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Los Angeles, United States
- Employees 11
- Stage Acquired
- SectorsTechnology
- Website advisoryworld.com
- Social LinkedIn X Facebook
- Acquired by LPL Financial (Dec 2018)
- Legal Name Advisoryworld
- Investors
- Employee Count11
- Acquired byLPL Financial
(Dec 2018)
Investors in AdvisoryWorld
AdvisoryWorld has secured backing from 1 investor. Prominent investors backing the company include LPL Financial.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Stock brokerage and financial advisory services are provided to investors. | 1989 | lpl.com | San Diego, United States |
Investor details for AdvisoryWorld
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People of AdvisoryWorld
2 people are tracked at AdvisoryWorld (2 in leadership); the tracked headcount is 11.
| Name | Role | Group |
|---|---|---|
Philip Wilson | President and CEO | Leadership |
Ryan Smith | Director of Client Relations and Customer Support | Leadership |
Complete people profiles for AdvisoryWorld
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Timeline of AdvisoryWorld
2 dated milestones of AdvisoryWorld across 31 years, from founding to its latest funding, stage changes and deals.
- Founded AdvisoryWorld is founded.
- Exit Acquired by LPL Financial.
Competitors of AdvisoryWorld
AdvisoryWorld has 3 listed competitors in our database, 3 of them funded. They include Planful, Modern Wealth Management and iraLogix.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| planful.com | 2000 | Redwood, United States | $71.65M | 191 | Cloud-based financial planning and advisory solutions are provided for businesses. | |
| modwm.com | 2023 | Lenexa, United States | $200M | 101 | Wealth management services are provided to clients by the firm. | |
| iralogix.com | 2015 | Doral, United States | $48.38M | Financial planning software for IRA recordkeeping is offered. |
Detailed competitors of AdvisoryWorld
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Web traffic of AdvisoryWorld
Websites that share an audience with AdvisoryWorld (advisoryworld.com).
Websites whose visitors overlap most with AdvisoryWorld. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| smartfolio.com | 100% | View details | |||
hoadley.net | hoadley.net | 100% | #2,649,565 | – | |
| financelogix.com | 92% | View details | |||
| markovprocesses.com | 81% | #4,101,262 | View details | ||
ptsmanagement.com | ptsmanagement.com | 79% | – | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 18 similar websites and full traffic analytics for AdvisoryWorld
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Top companies in Investment & Financial Technology
3 companies that operate in the same segment as AdvisoryWorld (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 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.
AdvisoryWorld has 11 employees.
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's top competitors include Planful, iraLogix and Modern Wealth Management.
AdvisoryWorld has 1 investor. Key investors include LPL Financial.
AdvisoryWorld operates through Advisoryworld.
Yes. AdvisoryWorld was acquired by LPL Financial in December 2018.