Investment Advisory Network Overview
- Latest Deal Type
- Financing Rounds
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.
Corporate Backed or Acquired
- 6455 South Yosemite Street, Penthouse
- Englewood, CO 80111
- United States
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Investment Advisory Network Valuation & Funding
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|