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Contact Information
Headquarters
2175 N California Blvd Ste 400, Walnut Creek, California, 94596, United States
(925) 299-7782
Advisor Software Profile and History
Advisor Software, Inc. is a leading provider of wealth management cloud platforms for financial advisors and institutions. The company has pioneered the first Wealth Management Cloud platform that offers streamlined access to a comprehensive range of financial services and resources. Advisor Software's products address advisors' functional needs, including Planning, Proposal Generation, Portfolio Construction, Rebalancing, and Investment Analytics. The company's solutions serve a wide range of financial institutions and professionals, enabling asset management firms, broker-dealers, banks, insurance companies, online brokerages, custodians and providers of investment services and products to deliver more insightful, actionable investment advice and build stronger, more profitable client relationships.
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Advisor Software
Advisor Software Inc
Software Advisors Inc
Revenue
$2.8 M
Employees
14
Primary Industries
Advisor Software Executive Team & Key Decision Makers
| Name & Title | Social | Contact Info | |
|---|---|---|---|
 Neil Osborne Chief Financial Officer |
| Visit Profile | |
Michael Granger Client Management Vice President, Implementation |  |
| Visit Profile |
Nicolo Torre Director of Research and Chief Information Officer | | Visit Profile | |
Rob Kaplan Director, Information Technology | |
| Visit Profile |
Sage Rose Senior Vice President | | Visit Profile | |
Brad Thompson Vice President, Information Technology | |
| Visit Profile |
David Barber Sales Director |
| Visit Profile | |
Amanda Pena Director, Administration | |
| Visit Profile |
Stephen Albin Chief Software Architect | |
| Visit Profile |
Recently Updated Team Members
| Name & Title | Social | Contact Info | |
|---|---|---|---|
Nicolo Torre Director of Research and Chief Information Officer | | Visit Profile | |
Sage Rose Senior Vice President | | Visit Profile | |
Baljeet Dhanda Manager | | Visit Profile | |
Paul Puljiz Data Operations Analyst | | Visit Profile |
Top Advisor Software Integrations and Technologies
Here's a list of some of the top trending technologies and APIs used by Advisor Software.
Programming Languages
(10 Technologies)
Frameworks and Libraries
(6 Technologies)
Databases
(5 Technologies)
Web and Application Servers
(5 Technologies)
Web Hosting
(3 Technologies)
Advisor Software Product Offerings
| Technology | Website Using | Market Share |
|---|---|---|
 AdVisor | 3,948 | 2.50% |
ASI Client Acquisition Solution | 9 | <0.01% |
AdSonar | 8 | <0.01% |
Largest Customers of Advisor Software Products
More than 8 companies reportedly use Advisor Software products in their tech and software stacks
Advisor Software Email Formats
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