About Sortino Advisory Partners
Sortino Advisory Partners is a Technology company based in Louisville (United States) founded in 2014, and was acquired by Savant Wealth in November 2024. Financial planning and advisory services are provided to clients. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Planners and Advisors. Its competitors include The Tifin Group, Ascensus and Learnvest; 2 of its 3 listed competitors have raised funding.
Company details
Sortino Advisory Partners was established in 2014 and is headquartered in Louisville, United States. Operations focus on the financial services sector, where a variety of advisory solutions are delivered. These include wealth management, investment management, estate planning, wealth transfer strategies, tax advisory, trust services, accounting, consulting, family office support, and retirement plan services for companies.
- Headquarters Louisville, United States
- Stage Acquired
- SectorsTechnology
- Website sortinoadvisory.com
- Acquired by Savant Wealth (Nov 2024)
- Investors
- Acquired bySavant Wealth
(Nov 2024)
Investors in Sortino Advisory Partners
Sortino Advisory Partners has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Savant Wealth.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Asset management services are provided by Savant Wealth. | 1986 | savantwealth.com | Rockford, United States |
Investor details for Sortino Advisory Partners
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Timeline of Sortino Advisory Partners
2 dated milestones of Sortino Advisory Partners across 10 years, from founding to its latest funding, stage changes and deals.
- Founded Sortino Advisory Partners is founded.
- Exit Acquired by Savant Wealth.
Competitors of Sortino Advisory Partners
Sortino Advisory Partners has 3 listed competitors in our database, 2 of them funded. They include The Tifin Group, Ascensus and Learnvest.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tifin.com | 2018 | New York, United States | $219.01M | AI-enabled financial planning and advisory solutions are provided for individuals. | ||
| ascensus.com | 1980 | Dresher, United States | 5,112 | Retirement, health, and college savings services are administered nationwide. | ||
| learnvest.com | 2009 | New York, United States | $85.75M | 148 | Personal finance management and investment advise |
Detailed competitors of Sortino Advisory Partners
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Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Sortino Advisory Partners (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 Sortino Advisory Partners
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Frequently Asked Questions about Sortino Advisory Partners
Sortino Advisory Partners was founded in 2014.
Sortino Advisory Partners is headquartered in Louisville, United States. It is registered at Louisville, Kentucky, United States.
Sortino Advisory Partners was established in 2014 and is headquartered in Louisville, United States. Operations focus on the financial services sector, where a variety of advisory solutions are delivered. These include wealth management, investment management, estate planning, wealth transfer strategies, tax advisory, trust services, accounting, consulting, family office support, and retirement plan services for companies.
Sortino Advisory Partners's top competitors include The Tifin Group, Ascensus and Learnvest.
Sortino Advisory Partners has 1 investor. Key investors include Savant Wealth.
Yes. Sortino Advisory Partners was acquired by Savant Wealth in November 2024.