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Advisor Software

Company Name

Advisor Software

Main Industry

Software

Website

www.advisorsoftware.com

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 & TitleContact Info
Michael Granger
Michael Granger

Executive VP, Product

❅❅❅❅@advisorsoftware.com

(925) ❅❅❅-❅❅❅❅

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Stephen Bradley
Stephen Bradley

Executive VP, Operations & Client Implementation

❅❅❅❅@advisorsoftware.com

(925) ❅❅❅-❅❅❅❅

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Sage Rose
Sage Rose

Senior Vice President

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Brad Thompson
Brad Thompson

Vice President, Information Technology

(925) ❅❅❅-❅❅❅❅

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Amanda Pena
Amanda Pena

Director, Administration

(925) ❅❅❅-❅❅❅❅

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David Barber
David Barber

Sales Director

(415) ❅❅❅-❅❅❅❅

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Stephen Albin
Stephen Albin

Chief Software Architect

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Recently Updated Team Members

Name & TitleContact Info
Sage Rose
Sage Rose

Senior Vice President

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Talath Ahmed
Talath Ahmed

Administrative Analyst

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Baljeet Dhanda

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Amanda Pena
Amanda Pena

Director, Administration

(925) ❅❅❅-❅❅❅❅

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

TechnologyWebsite UsingMarket Share
AdVisor

AdVisor

4,053

2.40%

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

Advisor Software Top Competitors

CompanyEmployeesRevenueTop technologies
SigFig

SigFig

188$96.9 M
InvestEdge

InvestEdge

111$21.1 M
EZENET

EZENET

147$28.8 M
Xeye

Xeye

64$12.8 M
International Private Banking Systems

International Private Banking Systems

39$7.6 M

What is Advisor Software revenue?

Advisor Software revenue is $6.8 M

How many employees does Advisor Software have?

Advisor Software has 36 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

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 Inc, Advisor Software Inc.Advisor Software, Advisor Software Inc. - ASI...See More