Advicent Solutions Overview
- Year Founded
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1969
- Status
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Acquired/Merged
- Employees
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134
- Latest Deal Type
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Buyout/LBO
- Financing Rounds
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7
- Investments
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2
Advicent Solutions General Information
Description
Developer and provider of SaaS-based financial planning software intended for the financial services industry. The company specializes in financial planning software for financial advice and financial planning process, products including web-enabled marketing communications, helping financial professionals and their clients understand and impact their financial future.
Contact Information
Website
www.advicentsolutions.com(Operating Subsidiary)
Corporate Office
- 10700 West Research Drive
- Suite One
- Milwaukee, WI 53226
- United States
Corporate Office
- 10700 West Research Drive
- Suite One
- Milwaukee, WI 53226
- United States
Advicent Solutions Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Advicent Solutions Comparisons
Industry
Financing
Details
Advicent Solutions Competitors (16)
One of Advicent Solutions’s 16 competitors is Drake Software, a Private Equity-Backed company based in Franklin, NC.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Drake Software | Private Equity-Backed | Franklin, NC | ||||
| Finicity | Formerly VC-backed | Salt Lake City, UT | ||||
| WealthTrace | Corporation | Boulder, CO | ||||
| Fi-Tek | Private Equity-Backed | Edison, NJ | ||||
| Wealth Dynamix | Private Equity-Backed | London, United Kingdom |
Advicent Solutions Related Research & Analysis
Explore institutional-grade private market research from our team of analysts.
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Verticals
Advicent Solutions Patents
Advicent Solutions Recent Patent Activity
| Publication ID | Patent Title | Status | First Filing Date | Technology (CPC) | Citations |
|---|---|---|---|---|---|
| CA-2678835-A1 | Method and system for financial planning | Inactive | 16-Sep-2009 | ||
| US-20110066474-A1 | Method and system for for financial planning | Inactive | 16-Sep-2009 | ||
| CA-2713821-A1 | System and method for enabling financial planning | Inactive | 28-Aug-2009 | ||
| US-20110055066-A1 | System and method for enabling financial planning | Inactive | 28-Aug-2009 | ||
| CA-2680966-A1 | Method and system for financial planning lead management | Inactive | 04-Jun-2009 | G06Q40/06 |
Advicent Solutions Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Advicent Solutions Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Advicent Solutions Investments (2)
Advicent Solutions’s most recent deal was a Buyout/LBO with Figlo. The deal was made on 23-Sep-2014.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Figlo | 23-Sep-2014 | Buyout/LBO | Financial Software | ||
| Profiles | 31-Aug-2006 | Buyout/LBO | Financial Software |
Advicent Solutions Exits (2)
Advicent Solutions’s most recent exit was on 23-Sep-2014 from Figlo. The exit was categorized as with 2 buyers.
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| Figlo | 23-Sep-2014 | Completed |
|
||
| Profiles | 31-Aug-2006 | Buyout/LBO | Completed |
|
Advicent Solutions FAQs
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When was Advicent Solutions founded?
Advicent Solutions was founded in 1969.
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Where is Advicent Solutions headquartered?
Advicent Solutions is headquartered in Milwaukee, WI.
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What is the size of Advicent Solutions?
Advicent Solutions has 134 total employees.
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What industry is Advicent Solutions in?
Advicent Solutions’s primary industry is Financial Software.
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Is Advicent Solutions a private or public company?
Advicent Solutions is a Private company.
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What is Advicent Solutions’s current revenue?
The current revenue for Advicent Solutions is .
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How much funding has Advicent Solutions raised over time?
Advicent Solutions has raised $56.6M.
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Who are Advicent Solutions’s investors?
Birch Hill Equity Partners, TD Capital Mezzanine Partners, Vista Equity Partners, and Zywave have invested in Advicent Solutions.
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Who are Advicent Solutions’s competitors?
Drake Software, Finicity, WealthTrace, Fi-Tek, and Wealth Dynamix are some of the 16 competitors of Advicent Solutions.
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When was Advicent Solutions acquired?
Advicent Solutions was acquired on 03-May-2021.
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Who acquired Advicent Solutions?
Advicent Solutions was acquired by InvestCloud.
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