About Voyant
Voyant is a company based in Austin (United States) founded in 2006 was acquired by AssetMark in March 2021. The company has 31 employees. Voyant operates in a competitive market with competitors including Planful, Iress, Modern Wealth Management, Wealthpilot and Link Group, among others.
- Headquarter Austin, United States
- Employees 31
- SectorsTechnology
- Email••••••••
- Website planwithvoyant.com/us/home
- Social LinkedIn X
- Acquired by AssetMark (Mar 2021)
- Legal Name Voyant, Inc.
Investors in Voyant
Voyant has secured backing from 1 investor. Prominent investors backing the company include AssetMark.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management and technology solutions are offered to financial advisors. | 1996 | assetmark.com | Concord, United States |
Investor details for Voyant
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.
People of Voyant
21 people are tracked at Voyant (8 in leadership, 13 in team); the tracked headcount is 31.
| Name | Role | Group |
|---|---|---|
David Kaufman | Chief Executive Officer | Leadership |
Christopher Perry | Director Of Training And Support | Leadership |
Jason Goletz | Head Of Enterprise Sales, Canada | Leadership |
Richard Anderson | Strategy Director | Leadership |
Brandon Benson | Vice President Of Development | Leadership |
Arielle Levy Marschark | Partner Relationship Manager | Leadership |
Stephen Browne | Vice President Of Business Development Europe And Australia | Leadership |
Carla Estabrook | Chief Administrative Officer (cao) | Leadership |
Garima Sehgal | Analyst | Team |
Sarah Yonkowski | Senior Enterprise Sales Executive | Team |
Jamie Phelps | Customer Success Lead | Team |
Daling Xu | Senior Software Engineer - Financial Calculation Engine | Team |
Anna Bai | Frontend Software Developer | Team |
Ken Zarsky | Release And Project Manager | Team |
Pon Khamsenesouk | Frontend Engineer | Team |
Sara Pham | UI Team Lead | Team |
Liz Norris | Training And Support | Team |
Callie Eubanks | Compliance Manager | Team |
Natalie Roy | Support & Training | Team |
Kevin Bugusky | Reports Developer | Team |
1 more people are available in the full profile.
Complete people profiles for Voyant
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
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Timeline of Voyant
2 dated milestones of Voyant across 15 years, from founding to its latest funding, stage changes and deals.
- Founded Voyant is founded.
- Exit Acquired by AssetMark.
Competitors of Voyant
Voyant 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 Planful, Iress, Modern Wealth Management, Wealthpilot and Link Group, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| planful.com | 2000 | Redwood, United States | $71.65M | 191 | Cloud-based financial planning and advisory solutions are provided for businesses. | |
| iress.com | 1993 | Melbourne, Australia | – | – | Wealth management solutions are provided online for financial markets. | |
| modwm.com | 2023 | Lenexa, United States | $200M | 101 | Wealth management services are provided to clients by the firm. | |
| wealthpilot.com | 2010 | Munich, Germany | $12.61M | 57 | SaaS-based financial advisory & planning solutions | |
| linkgroup.com | 2005 | Sydney, Australia | – | 989 | Retirement and superannuation solutions are provided, including investments and pensions. | |
| iralogix.com | 2015 | Doral, United States | $48.38M | – | Financial planning software for IRA recordkeeping is offered. | |
| advizr.com | 2013 | New York, United States | $9.67M | 23 | Financial Planning Software for advisors | |
| asset-map.com | 2008 | Philadelphia, United States | $7.5M | 26 | Cloud-based practice management solution for financial advisors is offered. | |
| abaka.io | 2016 | San Francisco, United States | – | – | Patients' clinical and financial aspects are managed via healthcare platform. | |
| rightcapital.com | 2012 | New Haven, United States | $3.32M | 35 | Financial planning and tax planning solutions provider for financial advisors |
Detailed competitors of Voyant
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
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Web traffic of Voyant
The website of Voyant (planwithvoyant.com) receives about 31.8K visits a month.
- Monthly visits31.8K
▲ 51.2% vs previous month
Websites whose visitors overlap most with Voyant. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
goodcore.co.uk | goodcore.co.uk | 100% | – | #2,059,481 | – |
projectedfinancials.com | projectedfinancials.com | 89% | – | – | – |
| kandji.io | 84% | 281.1K | #156,765 | View details | |
| dashdevs.com | 84% | – | #523,337 | View details | |
| komododigital.co.uk | 70% | 9.8K | #2,360,087 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 13 similar websites and full traffic analytics for Voyant
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 13 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Voyant
Complete news archive for Voyant
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Voyant
10 companies that operate in the same segment as Voyant (Investment & Financial Technology), 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 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about Voyant
Voyant was founded in 2006.
Voyant is headquartered in Austin, United States. It is registered at Austin, Texas, United States.
Voyant has 31 employees.
Financial planning software for RIAs. It offers financial planning software for consumers, professional financial planners, financial consultants, advisers, IFAs, RIAs, and FSAFINRA registered representatives. Its products include Adviser, Advisergo, and Blocks. It claims to have more than 2000 firms as clients that include Lloyds Bank, Aon Hewitt, AXA, St. James Place Wealth Management, Bellpenny, and more.
Voyant has 1 investor. Key investors include AssetMark.
Voyant operates through Voyant, Inc..
Yes. Voyant was acquired by AssetMark in March 2021.