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Advisor Software

Company Name

Advisor Software

Main Industry

Software

Website

www.advisorsoftware.com

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

Advisor Software Executive Team & Key Decision Makers

Name & TitleContact Info
Neil Osborne
Neil Osborne

Chief Financial Officer

(925) ❅❅❅-❅❅❅❅

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Michael Granger
Michael Granger

Client Management Vice President, Implementation

❅❅❅❅@advisorsoftware.com

(925) ❅❅❅-❅❅❅❅

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Nicolo Torre
Nicolo Torre

Director of Research and Chief Information Officer

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Rob Kaplan
Rob Kaplan

Director, Information Technology

(925) ❅❅❅-❅❅❅❅

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Sage Rose
Sage Rose

Senior Vice President

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Brad Thompson
Brad Thompson

Vice President, Information Technology

(510) ❅❅❅-❅❅❅❅

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David Barber
David Barber

Sales Director

(415) ❅❅❅-❅❅❅❅

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Amanda Pena
Amanda Pena

Director, Administration

(925) ❅❅❅-❅❅❅❅

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Stephen Albin
Stephen Albin

Chief Software Architect

(925) ❅❅❅-❅❅❅❅

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Recently Updated Team Members

Name & TitleContact Info
Nicolo Torre
Nicolo Torre

Director of Research and Chief Information Officer

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Sage Rose
Sage Rose

Senior Vice President

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Baljeet Dhanda

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Paul Puljiz
Paul Puljiz

Data Operations Analyst

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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

TechnologyWebsite UsingMarket Share
AdVisor

AdVisor

3,948

2.50%

ASI Client Acquisition Solution

ASI Client Acquisition Solution

9

<0.01%

AdSonar

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

ParameterSample EmailPercentage

What is Advisor Software revenue?

Advisor Software revenue is $2.8 M

How many employees does Advisor Software have?

Advisor Software has 14 employees

Where is Advisor Software headquarters located?

Advisor Software headquarters are located in 2175 N California Blvd Ste 400, Walnut Creek, California, 94596, United States

What are Advisor Software’s primary industries?

Advisor Software’s main industries are: Software, Financial Software, Software

What are Advisor Software’s key products?

Advisor Software’s key products are: AdVisor, ASI Client Acquisition Solution, AdSonar

What are some additional names or alternative spellings that users use while searching for Advisor Software?

Advisor Software appears in search results as Advisor Software, Advisor Software Inc, Software Advisors Inc