Investment Advisory Network Overview

  • Founded
  • 1992

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Investment Advisory Network General Information


Provider of web-based wealth management services. The company's services include investor profiling, asset allocation modeling, performance assessments, management reporting, enabling financial institutions, broker-dealers and financial advisors to get flexible but cost effective end-to-end account processing services.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Primary Office
  • 6455 South Yosemite Street, Penthouse
  • Englewood, CO 80111
  • United States

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Investment Advisory Network Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Investment Advisory Network Executive Team (2)

Name Title Board Seat Contact Info
Richard Underwood Co-Founder, President & Chief Executive Officer
Russell Isaac Co-Founder and Managing Partner, Marketing
To view Investment Advisory Network’s complete executive team members history, request access »