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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.

Find Advisor Perspectives employees' phone numbers or email addresses

Advisor Perspectives Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Advisor Perspectives's Leadership

  • Stylized image of a person
    B. A.
    Manager
    Phone icon
  • Stylized image of a person
    B. H.
    Lead Software Architect
    Phone icon

Advisor Perspectives Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from Advisor Perspectives

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. A.
    Manager
    Phone icon
    Aug 15, 2023
  • Stylized image of a person
    B. H.
    Lead Software Architect
    Phone icon
    Jan 04, 2023

Frequently Asked Questions

What is Advisor Perspectives known for?

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Advisor Perspectives was founded in 2007 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Advisor Perspectives's company overview page for more information.

What is Advisor Perspectives's most common email format?

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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?

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Advisor Perspectives has approximately 24 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Advisor Perspectives's key employees and leadership?

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As of July 2026, Advisor Perspectives's key employees include:

  • Manager: B. A.
  • Lead Software Architect: B. H.

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