About WiserAdvisor
WiserAdvisor is a Business Services company based in Fairfax (United States) founded in 1998. It provides financial advisory services including planning, analysis, and wealth management. It operates on a B2C model. WiserAdvisor has completed 1 acquisition, including Indyfin. Its website wiseradvisor.com draws about 41 thousand monthly visits. Its focus areas include Financial Services, Wealth Management, Advisory Services and Financial Planning. Its competitors include MassMutual, American Family Insurance and Point Digital Finance; 1 of its 3 listed competitors has raised funding.
Company details
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.
- Headquarters Fairfax, United States
- SectorsBusiness Services
- Website category Finance · Investing
- Email••••••••
- Website wiseradvisor.com
- Social LinkedIn X Facebook
- Investments & Acquisitions
Investments & Acquisitions by WiserAdvisor
WiserAdvisor has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Indyfin.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Online financial planning platform | indyfin.com | Dallas, United States | 2017 | Aug 2023 | •••• |
Complete acquisition details for WiserAdvisor
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of WiserAdvisor
2 dated milestones of WiserAdvisor across 25 years, from founding to its latest funding, stage changes and deals.
- Founded WiserAdvisor is founded.
- Acquisition Acquires Indyfin.
Competitors of WiserAdvisor
WiserAdvisor has 3 listed competitors in our database, 1 of them funded. They include MassMutual, American Family Insurance and Point Digital Finance.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | 10,466 | Mutual life insurance company | ||
| amfam.com | 1927 | Madison, United States | 13,713 | Personal and business insurance products are provided nationwide. | ||
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. |
Detailed competitors of WiserAdvisor
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 WiserAdvisor
The website of WiserAdvisor (wiseradvisor.com) receives about 41.4K visits a month and ranks #1,109,772 among all websites worldwide, #9,798 in Investing.
- Monthly visits41.4K
▲ 60.8% vs previous month
- Unique visitors14.5K
per month
- Global rank#1,109,772
among all websites
- Category rank#9,798
Finance · Investing
- Bounce rate55%
- Pages per visit1.8
- Average visit26 sec
- DevicesDesktop 41% · Mobile 59%
Websites whose visitors overlap most with WiserAdvisor. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| blueleaf.com | 96% | 25.8K | #794,956 | View details | |
| dragonfly.xyz | 96% | 19.6K | #937,842 | View details | |
| homrichberg.com | 89% | View details | |||
| horsesmouth.com | 86% | 19.2K | #1,163,657 | View details | |
| fa-mag.com | 62% | 93.5K | #336,818 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 9 similar websites and full traffic analytics for WiserAdvisor
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 9 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Finance & Accounting Services
3 companies that operate in the same segment as WiserAdvisor (Finance & Accounting Services) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Software-based tax filing services for individuals and small businesses | 1955 | Kansas City, Missouri, United States | USD 3.95 B | 70,100 | ||
Business advisory, finance, and accounting services are provided to clients. | 1910 | Anchorage, Alaska, United States | USD 54.77 M | 2,097 | ||
Tax consulting services are provided to clients by Ryan. | 1991 | Dallas, Texas, United States | USD 317 M | USD 14.03 M | 1,111 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Wiseradvisor
Complete news archive for WiserAdvisor
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.
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.