What departments does Advisor Perspectives have?

Advisor Perspectives has employees across 4 departments including Business Development, Engineering, Information Technology, Marketing.

What is the largest department at Advisor Perspectives?

The largest department at Advisor Perspectives is Business Development with 1 employees.

Where are Advisor Perspectives employees located globally?

Advisor Perspectives has employees across 1 continents and 1 countries including United States Of America.

How has Advisor Perspectives's team size changed over time?

Advisor Perspectives's team has decreased from approximately 2 to 1 employees based on available data.

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Advisor Perspectives Employee Directory

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.

Advisor Perspectives Global Highlights

North America
8

United States Of America
8

Advisor Perspectives's Leadership

J. K.
Vice President Business Development
Mobile Phone
Email
B. A.
Manager
Mobile Phone
Email
B. H.
Lead Software Architect
Mobile Phone
Email
A. T.
Digital Events Coordinator
Mobile Phone
Email
R. H.
Audience Engagement & Marketing Coordinator
Mobile Phone
Email
B. T.
Mobile Phone
Email

Advisor Perspectives Employee Metrics

100%

50%

2026

2025

Business
Finance
Accounting
Administrative
Analytics
Other
Arts & Design

Contact profiles from Advisor Perspectives

Name

Title

Contact Info

Location

Last Update

J. K.
Vice President Business Development
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
B. A.
Manager
Mobile Phone
Email
Aug 15, 2023
B. H.
Lead Software Architect
Mobile Phone
Email
Jan 04, 2023
A. T.
Digital Events Coordinator
Mobile Phone
Email
United StatesPennsylvania
Oct 16, 2024
R. H.
Audience Engagement & Marketing Coordinator
Mobile Phone
Email
Apr 23, 2025
B. T.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Advisor Perspectives known for?

Advisor Perspectives was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in Box 380 Lexington, Massachusetts 02420 United States; you can contact the main corporate office by phone at

+1-781-376-****

. Explore Advisor Perspectives's company overview page for more information.

What is Advisor Perspectives's most common email format?

Advisor Perspectives employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Advisor Perspectives email formats with LeadIQ.

How many employees does Advisor Perspectives have currently?

Advisor Perspectives has approximately 24 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Advisor Perspectives's key employees and leadership?

As of December 2025, Advisor Perspectives's key employees include:

Vice President Business Development: J. K.
Manager: B. A.
Lead Software Architect: B. H.
Digital Events Coordinator: A. T.
Audience Engagement & Marketing Coordinator: R. H.

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Advisor Perspectives Employee Directory

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