Advisor.com
Latest round
- Seed
Last raised
- May 2025
Total raised
- $3.8M
Investors
- 1
About Advisor.com
com specializes in connecting clients with registered investment advisers through an advanced matching tool, offering tailored wealth management solutions that enhance investment decision-making for users. The founder's detailed history is not available, nor are any mentions of previous companies founded by them.com primarily operates as a Registered Investment Adviser, offering a dual-faceted service model connecting clients with third-party registered investment advisers (RIAs) and providing in-house wealth management solutions through Advisor Wealth Management (AWM). The services include a matching tool that pairs site visitors with participating unaffiliated RIAs, enhancing the advisory selection process.com stems from fees associated with its wealth management services and connections to third-party RIAs. Clients engage through a subscription-based model or direct service fees tied to assets under management. The company's revenue model emphasizes a direct-to-consumer approach, ensuring alignment with the financial goals of its clientele. The company aims to strengthen both the scope and quality of its offerings in targeted urban and suburban markets.
Who invested in Advisor.com
1 investor across 1 round
See all investors in Advisor.com
Sign up free to see every VC on the cap table, the rounds they joined, and how much each round raised.
Funding rounds
Seed
May 16, 2025
Amount
$3.8M
Investors
Questions about Advisor.com
Who invested in Advisor.com?
Advisor.com has 1 investor on record across 1 venture round. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has Advisor.com raised?
Advisor.com has raised 1 venture round. Sign up free to see how much each round raised and the total.
When did Advisor.com last raise money?
Advisor.com's most recent round on record is a Seed, in May 2025.
What does Advisor.com do?
com specializes in connecting clients with registered investment advisers through an advanced matching tool, offering tailored wealth management solutions that enhance investment decision-making for users.
Where is Advisor.com headquartered?
Advisor.com is headquartered in Charleston, US.
Which VCs invest in companies like Advisor.com?
Among active investors with capital left to deploy, Radical Ventures, Ribbit Capital, TrueBridge Capital Partners and Tribe Capital back financial services companies at Advisor.com's stage. Their profiles are linked below.
VCs backing financial services startups at Seed
Raising like Advisor.com? Find the right VCs.
Capital Atlas matches your startup to active investors by stage, sector and region.