Interactive Advisory Software

SoftwareSeries BMarietta, USiassoftware.com

Latest round

Series B

Last raised

Jun 2011

Total raised

$15M

Investors

2

About Interactive Advisory Software

Interactive Advisory Software, Inc.Interactive Advisory Software, Inc. The company is headquartered in Marietta, US. On August 15, 2012, Interactive Advisory Software was acquired by Hanlon Financial Group for an undisclosed amount. Their primary services include portfolio management, investment strategy development, and financial planning, designed to enhance asset growth while mitigating risks.The company generates revenue predominantly through advisory fees linked to their investment management services. Clients engage in ongoing advisory relationships, structured around a fee-based model that correlates with the complexity and scope of the services offered. Revenue is primarily derived from a percentage of assets under management (AUM), aligning the firm's performance with its clients' financial outcomes. They also pursue strategic partnerships to extend their service offerings, ensuring clients receive comprehensive financial solutions. Currently, there are initiatives for developing new products set to launch in the upcoming fiscal year. The company aims to target regions beyond the Mid-Atlantic, specifically focusing on the Southeastern and Northwestern markets of the United States by 2025.

Who invested in Interactive Advisory Software

2 investors across 6 rounds

See all investors in Interactive Advisory Software

Sign up free to see every VC on the cap table, the rounds they joined, and how much each round raised.

Funding rounds

  1. Series B

    Jun 30, 2011

    Amount

    $5M

    Investors

    Locked

  2. Series B

    Jul 14, 2010

    Amount

    $4.7M

    Investors

    Locked

  3. Series B

    May 17, 2010

    Amount

    $1.9M

    Investors

    Locked

  4. Series A

    Jan 20, 2008

    Amount

    $1.3M

    Investors

    Locked

  5. Series A

    Feb 27, 2007

    Amount

    $0.5M

    Investors

    Locked

  6. Series A

    Sep 18, 2006

    Amount

    $2M

    Investors

    Locked

Questions about Interactive Advisory Software

Who invested in Interactive Advisory Software?

Interactive Advisory Software has 2 investors on record across 6 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.

How much funding has Interactive Advisory Software raised?

Interactive Advisory Software has raised 6 venture rounds. Sign up free to see how much each round raised and the total.

When did Interactive Advisory Software last raise money?

Interactive Advisory Software's most recent round on record is a Series B, in Jun 2011.

What does Interactive Advisory Software do?

Interactive Advisory Software, Inc.

Where is Interactive Advisory Software headquartered?

Interactive Advisory Software is headquartered in Marietta, US.

Which VCs invest in companies like Interactive Advisory Software?

Among active investors with capital left to deploy, Andreessen Horowitz, Founders Fund, Accel and Thrive Capital back software companies at Interactive Advisory Software's stage. Their profiles are linked below.

Raising like Interactive Advisory Software? Find the right VCs.

Capital Atlas matches your startup to active investors by stage, sector and region.

Free to start. Upgrade when you're ready to reach out.