Company Overview
Team Members
Technologies
Products
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Email Formats
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Advisor Software

Company Name

Advisor Software

Main Industry

Software

Website

www.advisorsoftware.com

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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Contact Information

Headquarters

2185 N California Blvd Ste 290, Walnut Creek, California, 94596, United States

(925) 299-7782

Revenue

$3.2 M

Employees

23

Founded

2001

Advisor Software Executive Team & Key Decision Makers

Name & TitleContact Info
Rob Kaplan
Rob Kaplan

Director, Information Technology

Email

Phone

Reveal for Free

Neil Osborne
Neil Osborne

Chief Financial Officer

Email

Phone

Reveal for Free

Christy Clements
Christy Clements

Corporate Controller

Email

Phone

Reveal for Free

Amanda Pena
Amanda Pena

Director, Administration

Email

Phone

Reveal for Free

Yan Zheng
Yan Zheng

Director of Financial Engineer

Email

Phone

Reveal for Free

Andrey Izmaylov
Andrey Izmaylov

Senior Software Engineer & Team Lead

Email

Phone

Reveal for Free

Baljeet Dhanda

Email

Phone

Reveal for Free

Greg Faulk
Greg Faulk

Senior Database Architect

Email

Phone

Reveal for Free

Paul Puljiz
Paul Puljiz

Data Operations Analyst

Email

Phone

Reveal for Free

Kimberly Kline
Kimberly Kline

Enterprise Inside Sales Representative

Email

Phone

Reveal for Free

Sneha Achalkar
Sneha Achalkar

Quality Assurance Engineer

Email

Phone

Reveal for Free

Mary Haupt
Mary Haupt

Senior Accountant

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Phone

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Recently Updated Team Members

Name & TitleContact Info
Greg Faulk
Greg Faulk

Senior Database Architect

Email

Phone

Reveal for Free

Amanda Pena
Amanda Pena

Director, Administration

Email

Phone

Reveal for Free

Baljeet Dhanda

Email

Phone

Reveal for Free

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

(5 Technologies)

Databases

(5 Technologies)

Web and Application Servers

(5 Technologies)

Web Hosting

(3 Technologies)

Advisor Software Product Offerings

TechnologyWebsite UsingMarket Share
AdVisor

AdVisor

3,898

1.56%

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 $3.2 M

How many employees does Advisor Software have?

Advisor Software has 23 employees

Where is Advisor Software headquarters located?

Advisor Software headquarters are located in 2185 N California Blvd Ste 290, 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 Inc, Advisor Software, Advisor Partners LLCAdvisor Partners, Advisorsoftwareinc...See More