Advisor.com Overview
- Year Founded
-
2022
- Status
-
Private
- Employees
-
12
- Latest Deal Type
-
Seed
- Latest Deal Amount
-
$9M
- Investors
-
2
Advisor.com General Information
Description
Provider of financial advisor matching services intended to connect investors with fiduciary professionals. The company offers advisor matching, wealth management, investment advisory, financial planning, portfolio management, and access to its advisor network, enabling individual investors to receive personalized financial guidance and manage their wealth through a vetted network of professionals.
Contact Information
Website
www.advisor.comCorporate Office
- 409 King Street
- Suite 201
- Charleston, SC 29403
- United States
Corporate Office
- 409 King Street
- Suite 201
- Charleston, SC 29403
- United States
Advisor.com Valuation & Funding
| Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
|---|---|---|---|---|---|---|
| 2. Seed Round | 03-Oct-2025 | $9M | Completed | Generating Revenue | ||
| 1. Angel (individual) | 01-Jan-2022 | Completed | Generating Revenue |
Advisor.com Cap Table
| Stock | # of Shares Authorized |
Par Value | Dividend Rate (%) | Original Issue Price |
Liquidation | Liquidation Pref. Multiple |
Conversion Price | % Owned |
|---|---|---|---|---|---|---|---|---|
| Seed |
VC Exit Predictor
See how our proprietary methodology utilizes historical data sets to synthesize the likelihood of an acquisition, IPO, or no exit event. Get a detailed look at the calculations behind our predictions.
Opportunity Score
Calculated using Exit Type probabilities, the company’s stage, and PitchBook’s historical returns data.
Exit Type
Evaluates the likelihood of a successful exit for investors, and the most likely exit type.
Advisor.com Comparisons
Industry
Financing
Details
Advisor.com Competitors (4)
One of Advisor.com’s 4 competitors is Facet, a Venture Capital-Backed company based in West Palm Beach, FL.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Facet | Venture Capital-Backed | West Palm Beach, FL | ||||
| Farther | Venture Capital-Backed | San Francisco, CA | ||||
| Vise | Venture Capital-Backed | New York, NY | ||||
| Range (Financial Software) | Venture Capital-Backed | Mclean, VA |
Advisor.com Related Research & Analysis
Explore institutional-grade private market research from our team of analysts.
-
Verticals
Advisor.com Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Advisor.com Investors (2)
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds |
|---|---|---|---|---|
| Angel (individual) | Minority | |||
| Walkabout Ventures | Venture Capital | Minority |
Advisor.com FAQs
-
When was Advisor.com founded?
Advisor.com was founded in 2022.
-
Where is Advisor.com headquartered?
Advisor.com is headquartered in Charleston, SC.
-
What is the size of Advisor.com?
Advisor.com has 12 total employees.
-
What industry is Advisor.com in?
Advisor.com’s primary industry is Other Financial Services.
-
Is Advisor.com a private or public company?
Advisor.com is a Private company.
-
What is the current valuation of Advisor.com?
The current valuation of Advisor.com is .
-
What is Advisor.com’s current revenue?
The current revenue for Advisor.com is .
-
How much funding has Advisor.com raised over time?
Advisor.com has raised $11M.
-
Who are Advisor.com’s investors?
and Walkabout Ventures have invested in Advisor.com.
-
Who are Advisor.com’s competitors?
Facet, Farther, Vise, and Range (Financial Software) are competitors of Advisor.com.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read more -
How PitchBook sources data
Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.
Discover our process
