AdvisorConnect Overview

  • Year Founded
  • 2013

Year Founded

  • Status
  • Private

  • Employees
  • 4

Employees

  • Latest Deal Type
  • 2ndary - Private

  • Investors
  • 16

AdvisorConnect General Information

Description

Developer of a social relationship management platform (SRM) designed to help advisors find new clients. The company's platform offers advisors access to information that is spread out across different social sites, email accounts, and phones to discover what markets and prospects they are best suited to serve, enabling financial advisors to tap into the power of the internet for business development and help match them with prospective clients which are hidden within their social networks.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 240 Kent Avenue
  • Brooklyn
  • New York, NY 11249
  • United States
Primary Industry
Media and Information Services (B2B)
Other Industries
Business/Productivity Software
Application Software
Vertical(s)
SaaS, TMT, FinTech
Corporate Office
  • 240 Kent Avenue
  • Brooklyn
  • New York, NY 11249
  • United States

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

AdvisorConnect Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Secondary Transaction - Private 01-Sep-2022 Completed Generating Revenue
3. Early Stage VC 01-Jan-2016 Completed Generating Revenue
2. Seed Round 05-Dec-2014 $100K Completed Startup
1. Accelerator/Incubator 02-Jun-2014 $100K $100K Completed Startup
To view AdvisorConnect’s complete valuation and funding history, request access »

AdvisorConnect Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

AdvisorConnect Investors (16)

Investor Name Investor Type Holding Investor Since Participating Rounds
Bradley Schrader Angel (individual) Minority
David Beatty Angel (individual) Minority
David Shaw Angel (individual) Minority
James Sherman Angel (individual) Minority
Jay Coleman Angel (individual) Minority
You’re viewing 5 of 16 investors. Get the full list »

AdvisorConnect FAQs

  • When was AdvisorConnect founded?

    AdvisorConnect was founded in 2013.

  • Where is AdvisorConnect headquartered?

    AdvisorConnect is headquartered in New York, NY.

  • What is the size of AdvisorConnect?

    AdvisorConnect has 4 total employees.

  • What industry is AdvisorConnect in?

    AdvisorConnect’s primary industry is Media and Information Services (B2B).

  • Is AdvisorConnect a private or public company?

    AdvisorConnect is a Private company.

  • What is AdvisorConnect’s current revenue?

    The current revenue for AdvisorConnect is .

  • How much funding has AdvisorConnect raised over time?

    AdvisorConnect has raised $100K.

  • Who are AdvisorConnect’s investors?

    Bradley Schrader, David Beatty, David Shaw, James Sherman, and Jay Coleman are 5 of 16 investors who have invested in AdvisorConnect.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »
  • 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 »