Advisor Perspectives Email Format
Financial ServicesMassachusetts, United States11-50 Employees
Advisor Perspectives is a financial services firm based in Lexington, Massachusetts, that functions as an interactive publisher serving registered investment advisors, wealth managers, and other financial advisory professionals. It delivers email newsletters with practical investment and economic insights, and features interviews with industry thought leaders. The company also operates Market Commentaries, an audience-generated forum where a wide range of market views are shared in a searchable online space, and maintains a proprietary database showing how high- and ultra-high-net-worth investors allocate assets and the mutual funds they hold. In October 2022, Advisor Perspectives was acquired by VettaFi. Located in Lexington, Massachusetts, the company maintains a relatively small, specialized team.