AdviceIQ Overview

  • Founded
  • 2010
  • Status
  • Acquired/​Merged
  • Employees
  • 11
  • Latest Deal Type
  • M&A

AdviceIQ General Information


Provider of digital database content designed to offer expertise on personal finance and investment decisions. The company's digital database content is a consumer-facing online directory of financial advisers and is a publisher of syndicated personal finance content including daily articles and adviser rankings providing specific expertise on investment decisions to showcase the benefits of having excellent advisory services at your disposal.

Contact Information

Ownership Status
Financing Status
Formerly VC-backed
Primary Industry
Information Services (B2C)
Other Industries
Social/Platform Software
Financial Media Exchange
Primary Office
  • 1500 Broadway
  • Suite 3300
  • New York, NY 10036
  • United States
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AdviceIQ Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
5. Merger/Acquisition 24-Mar-2017 00.000 Completed Generating Revenue
4. Convertible Debt 08-Apr-2014 00.000 00.000 Completed Startup
3. Early Stage VC 23-Sep-2013 000 Completed Startup
2. Early Stage VC (Series A) 08-Apr-2013 $5M $7M 000.00 Completed Startup
1. Early Stage VC 11-Aug-2011 $2M $2M Completed Startup
To view AdviceIQ’s complete valuation and funding history, request access »

AdviceIQ Cap Table

Stock # of Shares
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Series A 0,000,000 00.000000 00 00.0 00.0 00 00.0 00.000
To view AdviceIQ’s complete cap table history, request access »

AdviceIQ Comparisons

HQ Location
Total Raised
Post Valuation
Last Financing Details
Provider of digital database content designed to offer expertise on personal finance and investment decisions. The compa
Information Services (B2C)
New York, NY
11 As of 2015
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im ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequa
000000000 00000000
Los Altos, CA
00 As of 0000
000000&0 000.00

0000 000

m veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis au
Washington, DC
0 As of 0000
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AdviceIQ Competitors (4)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Jemstep Formerly VC-backed Los Altos, CA 00 000.00 000000&0 000.00
0000 0000000 00000 Private Equity-Backed Washington, DC 0 000000000000
00000 0000000 0000 Corporation Mumbai, India 00
00000000000 Venture Capital-Backed Palo Alto, CA 000 00000 00000000000 00000
To view AdviceIQ’s complete competitors history, request access »

AdviceIQ Executive Team (7)

Name Title Board Seat Contact Info
Nicholas Stuller Co-Founder, President & Chief Executive Officer
Gary Liberman Co-Founder & Chief Financial Officer
Lawrence Light Co-Founder & Editor-in-Chief
Alexander Liberchuk Senior Vice President, Data Operations
Craig Katz Senior Vice President, Institutional Sales
You’re viewing 5 of 7 executive team members. Get the full list »

AdviceIQ Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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AdviceIQ Former Investors (4)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Brian Model Angel (individual) Minority 000 0000 000000 0
Kevin D'Silva Angel (individual) Minority 000 0000 000000 0
Penton Media Corporation Minority 000 0000 000000 0
Topmark Partners Venture Capital Minority 000 0000 000000 0
To view AdviceIQ’s complete investors history, request access »