Voyant Overview

  • Year Founded
  • 2005

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 97

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Voyant General Information

Description

Developer of a financial platform intended to visualize recommendations of the client's future financials. The company offers financial planning, wealth management, investment planning and retirement planning services.

Contact Information

Website
www.planwithvoyant.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 7300 Ranch Road 2222
  • Building 5, Suite 200
  • Austin, TX 78730
  • United States
+1 (512)
Primary Industry
Financial Software
Other Industries
Business/Productivity Software
Parent Company
AssetMark Financial Holdings
Vertical(s)
FinTech
Corporate Office
  • 7300 Ranch Road 2222
  • Building 5, Suite 200
  • Austin, TX 78730
  • United States
+1 (512)

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Voyant Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Voyant Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a financial platform intended to visualize recommendations of the client's future financials. The company o
Financial Software
Austin, TX
97 As of 2025

Boulder, CO

Shelton, CT
 
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Voyant Competitors (4)

One of Voyant’s 4 competitors is WealthTrace, a Corporation company based in Boulder, CO.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
WealthTrace Corporation Boulder, CO
RightCapital Venture Capital-Backed Shelton, CT
eMoney Advisor Corporate Backed or Acquired Radnor, PA
AdvisorEngine Private Equity-Backed Raleigh, NC
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Voyant Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Voyant FAQs

  • When was Voyant founded?

    Voyant was founded in 2005.

  • Where is Voyant headquartered?

    Voyant is headquartered in Austin, TX.

  • What is the size of Voyant?

    Voyant has 97 total employees.

  • What industry is Voyant in?

    Voyant’s primary industry is Financial Software.

  • Is Voyant a private or public company?

    Voyant is a Private company.

  • What is the current valuation of Voyant?

    The current valuation of Voyant is .

  • What is Voyant’s current revenue?

    The current revenue for Voyant is .

  • Who are Voyant’s competitors?

    WealthTrace, RightCapital, eMoney Advisor, and AdvisorEngine are competitors of Voyant.

  • When was Voyant acquired?

    Voyant was acquired on 01-Jul-2021.

  • Who acquired Voyant?

    Voyant was acquired by AssetMark Financial Holdings.

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