About Financial Advisor Network
Financial Advisor Network is a company based in Tulsa (United States) founded in 2006. It operates as a B2C, and Fee-Based Advisory. Financial Advisor Network offers products and services including Financial Planning and Retirement Plan Solutions. Financial Advisor Network operates in a competitive market with competitors including MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, among others.
- Headquarter Tulsa, United States
-
Sectors
Financial Services
-
Email
***********
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Financial Advisor Network, Llc
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
-
Investors
-
Employee Count
Employee Count
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Financial Advisor Network
Financial Advisor Network offers a comprehensive portfolio of products and services, including Financial Planning and Retirement Plan Solutions. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Provides tailored advice on investments and life goals for individuals.
Guides businesses and employees on building future wealth through plans.
Funding Insights of Financial Advisor Network
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Financial Advisor Network
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Financial Advisor Network
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Financial Advisor Network Comparisons
Competitors of Financial Advisor Network
Financial Advisor Network 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 MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, 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 |
Mutual life insurance company
|
|
| domain | founded_year | HQ Location |
Personal and business insurance products are provided nationwide.
|
|
| domain | founded_year | HQ Location |
Fractional home equity is sold online for interest-free loans.
|
|
| domain | founded_year | HQ Location |
Financial services are offered by Thrivent as a not-for-profit entity.
|
|
| domain | founded_year | HQ Location |
Milliman is engaged in actuarial consulting and analytics solutions.
|
|
| domain | founded_year | HQ Location |
Financial and risk advisory solutions are provided globally.
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Frequently Asked Questions about Financial Advisor Network
When was Financial Advisor Network founded?
Financial Advisor Network was founded in 2006.
Where is Financial Advisor Network located?
Financial Advisor Network is headquartered in Tulsa, United States. It is registered at Tulsa, Oklahoma, United States.
What does Financial Advisor Network do?
Financial Advisor Network, LLC delivers comprehensive financial planning services tailored to individuals, families, and businesses. Based in Tulsa, Oklahoma, they provide independent investment advice through systematic planning meetings and reviews. Their approach includes wealth management, retirement plan solutions, and strategies for life events like college funding or elder care, ensuring clients financial goals are met with personalized, forward-thinking support.
Who are the top competitors of Financial Advisor Network?
Financial Advisor Network's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
What products or services does Financial Advisor Network offer?
Financial Advisor Network offers Financial Planning and Retirement Plan Solutions.