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AdvisorNet Financial

AdvisorNet Financial
1959 FOUNDED
PRIVATE STATUS
81-90 EMPLOYEES
Corporate LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of back-office functionality services to independent financial advisers. The company specializes in providing practice management, succession planning, ensemble support, advisory support, marketing, human resource and other related services, helping customers focus on their business by improving their competitiveness and client services.

Formerly Known As
Strommen & Associates
Ownership Status
Privately Held (backing)
Financing Status
Corporate Backed or Acquired
Primary Industry
BPO/Outsource Services
Other Industries
Insurance Brokers
Human Capital Services
Consulting Services (B2B)
Primary Office
  • 701 Fourth Avenue South
  • Suite 1500
  • Minneapolis, MN 55415
  • United States

+1 (612) 000-0000

AdvisorNet Financial Valuation and Funding

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

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AdvisorNet Financial Competitors (1)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
000 00000000 Private Equity-Backed Dallas, TX 000000000000
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AdvisorNet Financial Executive Team (1)

Name Title Board
Seat
Contact
Info
Daniel May President & Chief Executive Officer