About WiserAdvisor
WiserAdvisor is a company based in Fairfax (United States) founded in 1998. It operates as a B2C. WiserAdvisor has completed 1 acquisition, including Indyfin. WiserAdvisor operates in a competitive market with competitors including MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Duff & Phelps, among others.
- Headquarter Fairfax, United States
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Sectors
Business Services
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Email
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Phone
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Website
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Social
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Annual Revenue
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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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- Investments & Acquisitions
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Funding Insights of WiserAdvisor
Detailed funding history for WiserAdvisor
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Investments & Acquisitions by WiserAdvisor
WiserAdvisor has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Indyfin.
Investment portfolio details for WiserAdvisor
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Online financial planning platform
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Complete acquisition details for WiserAdvisor
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Financial Statements - WiserAdvisor
Detailed financials for WiserAdvisor
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Wiseradvisor Comparisons
Peer comparison for WiserAdvisor
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Competitors of WiserAdvisor
WiserAdvisor 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 Duff & Phelps, among others.
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Mutual life insurance company
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Personal and business insurance products are provided nationwide.
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Fractional home equity is sold online for interest-free loans.
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Financial services are offered by Thrivent as a not-for-profit entity.
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Financial and risk advisory solutions are provided globally.
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Milliman is engaged in actuarial consulting and analytics solutions.
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Detailed competitors of WiserAdvisor
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Latest news on Wiseradvisor
Complete news archive for WiserAdvisor
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Frequently Asked Questions about WiserAdvisor
WiserAdvisor was founded in 1998.
WiserAdvisor is headquartered in Fairfax, United States. It is registered at Fairfax, Virginia, United States.
WiserAdvisor operates with a B2C model, focusing on offering financial products and advice, managing wealth portfolios, providing advisory services, and providing financial planning. Provides financial advisory services including planning, analysis, and wealth management. It emphasizes efficiency, client-focused solutions, and growth, fostering partnerships and innovation in its operations.
WiserAdvisor's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
WiserAdvisor has made 1 acquisition, including Indyfin.