Advisor.comAdvisor.com
Advisor.com

Advisor.com

Platform connecting consumers with financial advisors and investment professionals.

2017Active

About

Advisor.com is a digital platform that matches site visitors with participating unaffiliated third-party registered investment advisers (RIAs) through its matching tool. It also provides investment advice via its in-house wealth management service, Advisor Wealth Management (AWM). The company aims to help individuals achieve financial wellness by connecting them with financial expertise.

Technology stack

detected 2026-06-09
Est. monthly stack spend~$190/mo
CDN
Cloudflare
EmailGoogle Workspace
Stack
Webflow
Analytics
Google Tag Manager
Booking
Calendly
Comments

No comments yet. Be the first to share your take.

Frequently asked

What does Advisor.com do?

Advisor.com is a digital platform that matches site visitors with participating unaffiliated third-party registered investment advisers (RIAs) through its matching tool. It also provides investment advice via its in-house wealth management service, Advisor Wealth Management (AWM). The company aims to help individuals achieve financial wellness by connecting them with financial expertise.

How much funding has Advisor.com raised?

Advisor.com has raised a total of $9M in funding. The most recent round on record is Seed.

Where is Advisor.com headquartered?

Advisor.com is headquartered in New York, United States.

When was Advisor.com founded?

Advisor.com was founded in 2017.

What industry does Advisor.com operate in?

Advisor.com operates in Fintech, Marketplace, Financial Services, Wealth Management, Consumer App.