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Insights

Innovative Wealth Platform Advisor Software offers a pioneering cloud-based wealth management platform that integrates comprehensive financial services, providing a compelling solution for financial institutions seeking scalable and streamlined digital advice capabilities.

Recent Acquisition Boost The recent acquisition by Refinitiv enhances Advisor Software’s market reach and technological capabilities, creating opportunities to upsell integrated financial data and analytics services to existing and new clients.

Target Market Expansion Serving a diverse range of financial entities including asset managers, broker-dealers, and banks, Advisor Software's broad client base presents opportunities for cross-selling advanced digital advice tools and behavioral finance solutions.

Innovative Product Offerings The launch of Behavioral IQ and other digital functionalities highlights the company’s focus on behavioral finance, enabling sales teams to position these innovative tools to financial advisors seeking differentiated advisory services.

Growth and Market Fit With an estimated revenue of 10 to 25 million dollars and a specialized client base, Advisor Software presents a niche opportunity for targeted outreach to mid-sized financial firms aiming to enhance their wealth management technology stack.

Similar companies to Advisor Software

Advisor Software Tech Stack

Advisor Software uses 8 technology products and services including Adobe Experience Manager, Font Awesome, Google Fonts API, and more. Explore Advisor Software's tech stack below.

Adobe Experience Manager
Content Management System
Font Awesome
Font Scripts
Google Fonts API
Font Scripts
Twemoji
Font Scripts
Node.js
Programming Languages
Yoast SEO
Search Engines
OpenSSL
Web Server Extensions
Apache
Web Servers

Media & News

Advisor Software's Email Address Formats

Advisor Software uses at least 1 format(s):

Advisor Software Email Formats	Example	Percentage
FLast@advisorsoftware.com	JDoe@advisorsoftware.com	89%
Last@advisorsoftware.com	Doe@advisorsoftware.com	4%
First@advisorsoftware.com	John@advisorsoftware.com	3%
FirstL@advisorsoftware.com	JohnD@advisorsoftware.com	4%

Frequently Asked Questions

Where is Advisor Software's headquarters located?

Advisor Software's main headquarters is located at 2175 North California Blvd., Walnut Creek, CA 94596, US. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Advisor Software's phone number?

You can contact Advisor Software's main corporate office by phone at

+1-925-299-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Advisor Software's official website and social media links?

Advisor Software's official website is advisorsoftware.com and has social profiles on LinkedIn.

How much revenue does Advisor Software generate?

As of October 2025, Advisor Software's annual revenue is estimated to be $6.7M.

What is Advisor Software's SIC code NAICS code?

Advisor Software's SIC code is 7372 - Prepackaged Software NAICS code is 5112 - Software Publishers.

How many employees does Advisor Software have currently?

As of October 2025, Advisor Software has approximately 15 employees across 3 continents, including North AmericaAsiaEurope. Key team members include People Operations Manager: D. D.Manager: B. S. D.Administration Assistant: R. T.. Explore Advisor Software's employee directory with LeadIQ.

What industry does Advisor Software belong to?

Advisor Software operates in the Software Development industry.

What technology does Advisor Software use?

Advisor Software's tech stack includes Adobe Experience ManagerFont AwesomeGoogle Fonts APITwemojiNode.jsYoast SEOOpenSSLApache.

What is Advisor Software's email format?

Advisor Software's email format typically follows the pattern of FLast@advisorsoftware.com. Find more Advisor Software email formats with LeadIQ.

Advisor Software

Software DevelopmentUnited States11-50 Employees

Advisor Software, Inc. is a leading provider of wealth management cloud platforms for financial advisors and institutions. The company has pioneered the first Wealth Management Cloud platform that offers streamlined access to a comprehensive range of financial services and resources. Advisor Software’s products address advisors’ functional needs, including Automated Digital Advice, Planning, Proposal Generation, Portfolio Construction, Rebalancing, and Investment Analytics. The company’s solutions serve a wide range of financial institutions and professionals, enabling asset management firms, broker-dealers, banks, insurance companies, online brokerages, custodians, and providers of investment services and products to deliver more insightful, actionable investment advice and build stronger, more profitable client relationships.

Advisor Software, Inc. has been acquired by Refinitiv, one of the world’s largest providers of financial markets data and infrastructure. See the full press release here: https://refini.tv/3dLpqNe

Company Overview

Headquarters: 2175 North California Blvd., Walnut Creek, CA 94596, US
Phone number: +1-925-299-****
Website: advisorsoftware.com
SIC Code: 7372 - Prepackaged Software
NAICS Code: 5112 - Software Publishers
Employees: 11-50

Media & News

Funding & Financials

$10M$25M
Advisor Software's revenue is estimated to be in the range of $10M$25M

Funding & Financials

$10M$25M
Advisor Software's revenue is estimated to be in the range of $10M$25M

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