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Contact Information
Headquarters
2185 N California Blvd, Ste 290, Walnut Creek, California, 94596, United States
(925) 299-7782
Lafayette, California Office
242 Lafayette Cir, Lafayette, California, 94549, United States
(925) 299-7782
Lafayette, California Office
3675 Mt Diablo Blvd, Ste 300, Lafayette, California, 94549, 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 , Inc.
Advisor Software Inc
Advisor Software Inc.
Advisor Software
Advisor Software Inc. - ASI
Revenue
$6.8 M
Employees
36
Founded
1995
Primary Industries
Advisor Software Executive Team & Key Decision Makers
| Name & Title | Social | Contact Info | |
|---|---|---|---|
 Michael Granger Executive VP, Product |  |
| Visit Profile |
Stephen Bradley Executive VP, Operations & Client Implementation | |
| Visit Profile |
Sage Rose Senior Vice President | | Visit Profile | |
Brad Thompson Vice President, Information Technology | |
| Visit Profile |
Amanda Pena Director, Administration | |
| Visit Profile |
David Barber Sales Director |
| Visit Profile | |
Stephen Albin Chief Software Architect | | Visit Profile |
Recently Updated Team Members
| Name & Title | Social | Contact Info | |
|---|---|---|---|
Sage Rose Senior Vice President | | Visit Profile | |
Talath Ahmed Administrative Analyst | | Visit Profile | |
Baljeet Dhanda Manager | | Visit Profile | |
Amanda Pena Director, Administration | |
| 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
(5 Technologies)
Web and Application Servers
(5 Technologies)
Frameworks and Libraries
(4 Technologies)
Web Hosting
(3 Technologies)
Big Data Processing
(3 Technologies)
Advisor Software Product Offerings
| Technology | Website Using | Market Share |
|---|---|---|
 AdVisor | 4,053 | 2.40% |
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
Advisor Software Top Competitors
| Company | Employees | Revenue | Top technologies |
|---|---|---|---|
 SigFig | 188 | $96.9 M | |
 InvestEdge | 111 | $21.1 M | |
 EZENET | 147 | $28.8 M | |
 Xeye | 64 | $12.8 M | |
 International Private Banking Systems | 39 | $7.6 M |
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