Direct Advice

Hartford, United States Founded: 1995 • Age: 31 yrs Acquired By Mellon
Financial advice on banking, retirement, and insurance is provided.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors 1 Known backers
Products 3 Services tracked
Competitors 9 Brand Intelligence

About Direct Advice

Direct Advice is a company based in Hartford (United States) founded in 1995 was acquired by Mellon in January 2003. It operates as a Professional Services and Advertising Model. Direct Advice offers products and services including Banking Advice, Retirement Advice, and Insurance Advice. Direct Advice operates in a competitive market with competitors including Finimize, Female Invest, Investview, CityFALCON and WealthyLife, among others.

  • Headquarter Hartford, United States
  • Sectors
    Technology
  • Phone
    Locked
  • Website
    Locked
  • Legal Name Theadvice.Com, Llc
Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    Not available
  • Acquired by
    Mellon

    (Jan 23, 2003)

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Products & Services of Direct Advice

Direct Advice offers a comprehensive portfolio of products and services, including Banking Advice, Retirement Advice, and Insurance Advice.

Product name locked
Category locked
Primary

Guidance on banking products and services is provided here.

Product name locked
Category locked
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Retirement planning and strategies are offered for users.

Product name locked
Category locked
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Insurance options and recommendations are shared with clients.

Funding Insights of Direct Advice

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Detailed funding history for Direct Advice

Round names, dates, amounts, investors, and valuation history require an active premium plan.

  • Round names and dates
  • Funding amounts
  • Participating investors
  • Valuation history

Verified entity values are shown only after access is granted.

Investors in Direct Advice

Direct Advice has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Mellon.

All
Institutional
Investor Description Founded Year Domain Location
Investment management services are provided to clients by Mellon.
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Investor details for Direct Advice

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Direct Advice

Investments
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Investment portfolio details for Direct Advice

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

Verified entity values are shown only after access is granted.

Financial Statements - Direct Advice

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Detailed financials for Direct Advice

Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.

  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

Verified entity values are shown only after access is granted.

Direct Advice Comparisons

Direct Advice Primary company
Description
Financial advice on banking, retirement, and insurance is pr...
Location
Hartford, United States
Founded Year
1995
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
Premium access

Peer comparison for Direct Advice

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
  • Funding comparison
  • Operating benchmarks

Verified entity values are shown only after access is granted.

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Competitors of Direct Advice

Direct Advice 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 Finimize, Female Invest, Investview, CityFALCON and WealthyLife, among others.

Company Name Domain Founded year HQ Location Description
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Financial news app
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Personal finance and investment training is delivered digitally to women.
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Online financial management training and resources are provided.
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AI-powered financial news and content platform
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Financial literacy is delivered via Edtech games and adaptive testing.
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Financial learning tools and payment cards for children are provided.
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Detailed competitors of Direct Advice

Competitor domains, locations, full profiles, and operating metrics require an active premium plan.

  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

Verified entity values are shown only after access is granted.

Latest news on Direct Advice

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Complete news archive for Direct Advice

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

Verified entity values are shown only after access is granted.

Frequently Asked Questions about Direct Advice

Direct Advice was founded in 1995.

Direct Advice is headquartered in Hartford, United States. It is registered at Hartford, Connecticut, United States.

Direct Advice, operated by TheAdvice.com, LLC, is focused on delivering personal finance guidance. Content covering banking, retirement planning, credit cards, and insurance is published to assist users in managing their finances. Various aspects of money management, including savings and investment strategies, are addressed through articles and resources. The platform operates within the personal finance advisory sector, aiming to provide objective information. Users are encouraged to consult financial advisors for personalized decisions, as liability for decisions based on content is disclaimed.

Direct Advice's top competitors include Investview, Female Invest and BusyKid.

Direct Advice offers Banking Advice, Retirement Advice, and Insurance Advice.

Direct Advice has 1 investor. Key investors include Mellon.

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