About Sortino Advisory Partners
Sortino Advisory Partners is a company based in Louisville (United States) founded in 2014 was acquired by Savant Wealth in November 2024. Sortino Advisory Partners operates in a competitive market with competitors including The Tifin Group, Ascensus, Learnvest, Farther and Pocketnest, among others.
- Headquarter Louisville, United States
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Sectors
Technology
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Phone
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Website
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Annual Revenue
Not available
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Net Profit
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EBITDA
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Latest Funding Round
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- Investors
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Employee Count
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Acquired by
Savant Wealth
(Nov 20, 2024)
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Funding Insights of Sortino Advisory Partners
Detailed funding history for Sortino Advisory Partners
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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.
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Asset management services are provided by Savant Wealth.
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Investor details for Sortino Advisory Partners
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Investments & Acquisitions by Sortino Advisory Partners
Investment portfolio details for Sortino Advisory Partners
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Financial Statements - Sortino Advisory Partners
Detailed financials for Sortino Advisory Partners
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Sortino Advisory Partners Comparisons
Peer comparison for Sortino Advisory Partners
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Competitors of Sortino Advisory Partners
Sortino Advisory Partners 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 The Tifin Group, Ascensus, Learnvest, Farther and Pocketnest, among others.
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AI-enabled financial planning and advisory solutions are provided for individuals.
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Retirement, health, and college savings services are administered nationwide.
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Personal finance management and investment advise
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App-based financial planning and management platform for individuals
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An app-based platform is provided for individual wealth management.
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Financial planning and advisory platform
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Detailed competitors of Sortino Advisory Partners
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Latest news on Sortino Advisory Partners
Complete news archive for 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 Farther.
Sortino Advisory Partners has 1 investor. Key investors include Savant Wealth.