About Poweradvisor
Poweradvisor is a Financial Services company based in Portland (United States) founded in 2015. It provides software for portfolio management, billing, and compliance for financial advisors. It operates on a SaaS and B2B model. Poweradvisor offers products and services including Portfolio Management Software, Billing System, and Performance Reporting. Its focus areas include FinTech, Investment Tech, Portfolio Management and Software Solutions. Its legal entity is PowerAdvisor LLC. Similar companies include Addepar, Altruist and InvestCloud; 3 of its 3 listed similar companies have raised funding.
Company details
PowerAdvisor is a software provider based in Portland, Oregon, delivering a customizable platform for portfolio and asset management. It helps Registered Investment Advisors and wealth managers with features like billing, performance reporting, data security, and compliance solutions to enhance efficiency and client care. The system uses an intuitive interface and supports batch reporting for streamlined operations.
- Headquarters Portland, United States
- SectorsFinancial Services
- Email••••••••
- Website poweradvisortools.com
- Social Facebook
- Legal Name Poweradvisor Llc
Products & Services of Poweradvisor
Poweradvisor offers a comprehensive portfolio of products and services, including Portfolio Management Software, Billing System, and Performance Reporting.
Manages investments, billing, and reporting for advisors.
Generates invoices and fee calculations for accounts.
Tracks returns and benchmarks for investment portfolios.
People of Poweradvisor
3 people are tracked at Poweradvisor (2 in leadership, 1 in team).
| Name | Role | Group |
|---|---|---|
Andrew Kehoe | CEO | Leadership |
Daniel Anderson | Director of Marketin & Client Services | Leadership |
Tim Morgan | Portfolio Manager, Alliance Trust Company | Team |
Complete people profiles for Poweradvisor
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Similar companies to Poweradvisor
Poweradvisor has 3 listed similar companies in our database, 3 of them funded. They include Addepar, Altruist and InvestCloud.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| addepar.com | 2009 | Mountain View, United States | $759.1M | 560 | Wealth management solutions are delivered for investment advisors. | |
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| investcloud.com | 2010 | West Hollywood, United States | $78.73M | 373 | Investment management software is provided for advisors and institutions. |
Detailed similar companies of Poweradvisor
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.
Web traffic of Poweradvisor
Websites that share an audience with Poweradvisor (poweradvisortools.com).
Websites whose visitors overlap most with Poweradvisor. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| archwaytechnology.net | 91% | 5.9K | #3,663,980 | View details | |
| advisorsoftware.com | 84% | View details |
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Poweradvisor (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Frequently Asked Questions about Poweradvisor
Poweradvisor was founded in 2015.
Poweradvisor is headquartered in Portland, United States. It is registered at Portland, Oregon, United States.
PowerAdvisor is a software provider based in Portland, Oregon, delivering a customizable platform for portfolio and asset management. It helps Registered Investment Advisors and wealth managers with features like billing, performance reporting, data security, and compliance solutions to enhance efficiency and client care. The system uses an intuitive interface and supports batch reporting for streamlined operations.
Poweradvisor's top competitors include Addepar, Altruist and InvestCloud.
Poweradvisor offers Portfolio Management Software, Billing System, and Performance Reporting.
Poweradvisor operates through Poweradvisor Llc.