About Direct Advice
Direct Advice is a Technology company based in Hartford (United States) founded in 1995, and was acquired by Mellon in January 2003. Financial advice on banking, retirement, and insurance is provided. It operates on a Professional Services and Advertising Model model. Direct Advice offers products and services including Banking Advice, Retirement Advice, and Insurance Advice. Its focus areas include Finance, Personal Finance and Advisory Services. Its legal entity is TheAdvice.com, LLC. Its competitors include Investview, BusyKid and Kiddie Kredit; 3 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Hartford, United States
- Stage Acquired
- SectorsTechnology
- Website directadvice.com
- Acquired by Mellon (Jan 2003)
- Legal Name Theadvice.Com, Llc
Products & Services of Direct Advice
Direct Advice offers a comprehensive portfolio of products and services, including Banking Advice, Retirement Advice, and Insurance Advice.
Guidance on banking products and services is provided here.
Retirement planning and strategies are offered for users.
Insurance options and recommendations are shared with clients.
Investors in Direct Advice
Direct Advice has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Mellon.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment management services are provided to clients by Mellon. | mellon.com | Boston, United States |
Investor details for Direct Advice
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of Direct Advice
2 dated milestones of Direct Advice across 8 years, from founding to its latest funding, stage changes and deals.
- Founded Direct Advice is founded.
- Exit Acquired by Mellon.
Competitors of Direct Advice
Direct Advice has 3 listed competitors in our database, 3 of them funded. They include Investview, BusyKid and Kiddie Kredit.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| investview.com | 2005 | Red Bank, United States | $1.65M | 33 | Online financial management training and resources are provided. | |
| busykid.com | 2010 | Scottsdale, United States | $6.42M | 97 | Financial learning tools and payment cards for children are provided. | |
| kiddiekredit.com | 2018 | Miami, United States | $1.4M | 2 | Online platform offering financial literacy courses for kids |
Detailed competitors of Direct Advice
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Direct Advice (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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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, BusyKid and Kiddie Kredit.
Direct Advice offers Banking Advice, Retirement Advice, and Insurance Advice.
Direct Advice has 1 investor. Key investors include Mellon.
Direct Advice operates through Theadvice.Com, Llc.
Yes. Direct Advice was acquired by Mellon in January 2003.