Advisor Software Employee Directory

Q: How many employees does Advisor Software have currently?

Advisor Software has approximately 15 employees.

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

Find Advisor Software employees' phone numbers or email addresses

Advisor Software Global Highlights

North America
14

United States Of America
14

Asia
2

India
2

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Advisor Software's Leadership

D. D.
People Operations Manager
Mobile Phone
Email
B. S. D.
Manager
Mobile Phone
Email
R. T.
Administration Assistant
Mobile Phone
Email
W. Y.
Advisor
Mobile Phone
Email
S. C.
Mobile Phone
Email

Contact profiles from Advisor Software

Name

Title

Contact Info

Location

Last Update

D. D.
People Operations Manager
Mobile Phone
Email
Oct 23, 2024
B. S. D.
Manager
Mobile Phone
Email
IndiaHaryana
Jul 18, 2025
R. T.
Administration Assistant
Mobile Phone
Email
United States
Jul 17, 2025
W. Y.
Advisor
Mobile Phone
Email
United KingdomEngland
Oct 18, 2025
S. C.
Mobile Phone
Email
UNITED STATES
Jul 08, 2025

Frequently Asked Questions

What is Advisor Software known for?

Advisor Software operates in the Software Development industry. The company's main headquarters is located in 2175 North California Blvd., Walnut Creek, CA 94596, US; you can contact the main corporate office by phone at

+1-925-299-****

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

What is Advisor Software's most common email format?

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

How many employees does Advisor Software have currently?

Advisor Software has approximately 15 employees as of October 2025. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Advisor Software's key employees and leadership?

As of October 2025, Advisor Software's key employees include:

People Operations Manager: D. D.
Manager: B. S. D.
Administration Assistant: R. T.
Advisor: W. Y.
: S. C.

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