Insights

Niche Market AdvisorBid operates in a highly specialized wealth management network focusing on advisor-transactions and wealth management NFTs on the XRPL. This presents a targeted opportunity to partner with fintechs and custodians in crypto-enabled financial services looking to expand cross-firm succession, book transfers, and digital asset-based transactions.

Growth Potential With a revenue range of 1M-10M and a small team, AdvisorBid is a high-velocity target for partnerships that can scale, such as enterprise integrations, advisor onboarding platforms, and marketing services to expand nationwide reach and accelerate client acquisition for both advisors and firms.

Tech Stack Fit Existing tech usage across AWS, Azure, Power BI, and Cloudflare suggests openness to security-first, cloud-based solutions. Sales opportunities exist in offering analytics, data governance, and performance marketing tools to improve advisor engagement, tracking, and conversion for firms using the platform.

Crypto Enablement The emphasis on cryptocurrency, XRPL, and crypto revenue streams indicates a potential fit for crypto-native payment gateways, digital asset compliance tooling, and tokenization services for wealth management assets, appealing to both advisory firms and crypto-forward investors.

BD and Pipeline AdvisorBid focuses on connecting advisors with BD opportunities, bringing in tools to track views, audience engagement, and events. This points to sales-led collaborations with marketing platforms, lead intelligence providers, and event sharing solutions to boost pipeline and buyer-seller match quality.

Similar companies to AdvisorBid

AdvisorBid Tech Stack

AdvisorBid uses 8 technology products and services including Power BI, Amazon Web Services, Adobe Audience Manager, and more. Explore AdvisorBid's tech stack below.

AdvisorBid's Email Address Formats

AdvisorBid uses at least 3 email formats:
AdvisorBid Email FormatsExamplePercentage
First.Last@advisorbid.comJohn.Doe@advisorbid.com
57%
First@advisorbid.comJohn@advisorbid.com
29%
FLast@advisorbid.comJDoe@advisorbid.com
14%

Frequently Asked Questions

What is AdvisorBid's official website and social media links?

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AdvisorBid's official website is advisorbid.com and has social profiles on LinkedIn.

How much revenue does AdvisorBid generate?

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As of August 2026, AdvisorBid's annual revenue is estimated to be $1M - $10M.

What is AdvisorBid's NAICS code?

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AdvisorBid's NAICS code is 52 - Finance and Insurance.

How many employees does AdvisorBid have currently?

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As of August 2026, AdvisorBid has approximately 2 employees across 1 continents, including North America. Key team members include Founder, Chairman & Ceo: B. S., Director Of Mergers And Acquisitions: M. A. and Member Of The Board Of Directors: A. R. Explore AdvisorBid's employee directory with LeadIQ.

What industry does AdvisorBid belong to?

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AdvisorBid operates in the Financial Services industry.

What technology does AdvisorBid use?

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AdvisorBid's tech stack includes Power BI, Amazon Web Services, Adobe Audience Manager, Google Workspace, Google Maps, Stripe, Microsoft Azure and Cloudflare Bot Management.

What is AdvisorBid's email format?

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AdvisorBid's email format typically follows the pattern of First.Last@advisorbid.com. Find more AdvisorBid email formats with LeadIQ.

How much funding has AdvisorBid raised to date?

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As of August 2026, AdvisorBid has raised $85K in funding. The last funding round occurred on Aug 02, 2017.

When was AdvisorBid founded?

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AdvisorBid was founded in 2016.
AdvisorBid logo

AdvisorBid

Financial ServicesUnited States2-10 Employees

AdvisorBid is a United States–based financial services company with a small team that plans to modernize how wealth management relationships are exchanged. It is developing a marketplace to mint, buy, sell, and transition wealth management NFTs that symbolize the ownership of an advisor–investor relationship, with transactions conducted on the XRP Ledger, and it references a cryptocurrency-like asset called ADV to facilitate these NFT transactions.

It targets financial advisors—across broker-dealers, RIAs, and hybrids—along with wealth management firms and investors, aiming to help advisors connect with investors nationwide and to facilitate the transfer or sale of advisory books. Companies can use the platform to grow a pipeline of active advisors, track engagement with profiles, and support event outreach and advertising. Investors may be matched with new advisors and obtain responses to common money questions.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2016
Employees
2-10

Section iconFunding & Financials

  • $85K

    AdvisorBid has raised a total of $85K of funding over 1 rounds. Their latest funding round was raised on Aug 02, 2017 as a Convertible Note.

  • $1M - $10M

    AdvisorBid's revenue is estimated to be in the range of $1M - $10M

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