Insights

Innovation in Monitoring AdvisorCheck’s recent launch of Advisor Monitoring reflects a focus on compliance and regulatory transparency, highlighting an opportunity to offer complementary compliance management solutions or advanced monitoring tools to enhance client trust and engagement.

Funding & Growth Potential With $1.8M raised in seed funding and a revenue range of $10M to $25M, AdvisorCheck demonstrates strong growth potential, making it an attractive prospect for partnerships or investments aimed at expanding its technological capabilities or market reach.

Tech-Driven Platform Utilizing a modern tech stack including AWS, social media pixels, and Google Sign-in, AdvisorCheck prioritizes innovative, user-friendly technology, presenting an opportunity to collaborate on new digital solutions or enhance user experience offerings.

Market Positioning Operating in the financial services advisory market with competitors like WiserAdvisor and BrightScope, AdvisorCheck is positioned for expansion within the advisor monitoring and comparison space, offering chances to develop targeted marketing or referral partnerships.

Leadership & Vision Led by CEO Adriel Tam since 2021, the company's emphasis on transparency and investor advocacy aligns with increasing consumer demand for trustworthy financial guidance, opening doors for strategic partnerships focused on investor education and advocacy.

AdvisorCheck Tech Stack

AdvisorCheck uses 8 technology products and services including Trident AB, Linkedin Insight Tag, Quora Pixel, and more. Explore AdvisorCheck's tech stack below.

  • Trident AB
    A/B Testing
  • Linkedin Insight Tag
    Analytics
  • Quora Pixel
    Analytics
  • Facebook Pixel
    Analytics
  • Amazon Web Services
    Cloud Hosting
  • Amazon Simple Email Service
    Email
  • Google Sign-in
    Identity Verification
  • Vercel
    Platform As A Service

AdvisorCheck's Email Address Formats

AdvisorCheck uses at least 2 format(s):
AdvisorCheck Email FormatsExamplePercentage
FirLast@aimranalytics.comJohDoe@aimranalytics.com
40%
FirstLast@aimranalytics.comJohnDoe@aimranalytics.com
40%
FLast@aimranalytics.comJDoe@aimranalytics.com
20%
FirLast@advisorcheck.comJohDoe@advisorcheck.com
50%
FiLast@advisorcheck.comJoDoe@advisorcheck.com
25%
First@advisorcheck.comJohn@advisorcheck.com
25%

Frequently Asked Questions

Where is AdvisorCheck's headquarters located?

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AdvisorCheck's main headquarters is located at Englewood, New Jersey 07632 United States. The company has employees across 1 continents, including North America.

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

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AdvisorCheck's official website is advisorcheck.com and has social profiles on LinkedIn.

What is AdvisorCheck's NAICS code?

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

How many employees does AdvisorCheck have currently?

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As of April 2026, AdvisorCheck has approximately 15 employees across 1 continents, including North America. Key team members include Chief Commercial Officer (cco): J. B.Co-Founder, Executive Director: L. B.Sr. Manager Digital Marketing Strategy: Z. K.. Explore AdvisorCheck's employee directory with LeadIQ.

What industry does AdvisorCheck belong to?

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AdvisorCheck operates in the Financial Services industry.

What technology does AdvisorCheck use?

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AdvisorCheck's tech stack includes Trident ABLinkedin Insight TagQuora PixelFacebook PixelAmazon Web ServicesAmazon Simple Email ServiceGoogle Sign-inVercel.

What is AdvisorCheck's email format?

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AdvisorCheck's email format typically follows the pattern of FirLast@aimranalytics.com. Find more AdvisorCheck email formats with LeadIQ.

When was AdvisorCheck founded?

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AdvisorCheck was founded in 2020.

AdvisorCheck

Financial ServicesNew Jersey, United States11-50 Employees

We are a Marketplace Community for Consumers seeking expert financial guidance and Advisors dedicated to investor advocacy, professional accountability, and honest, transparent engagement. 

Our Vision is to transform how Consumers and Advisors engage and connect by embracing principles of disintermediation, evidence of data, and the virtues of honesty, accountability, and transparency.

Our Mission is to empower Consumers and Advisors with innovative, safe, and user-friendly technology and tools to make expert advice affordable and accessible.

Section iconCompany Overview

Headquarters
Englewood, New Jersey 07632 United States
NAICS Code
52 - Finance and Insurance
Founded
2020
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

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

Section iconFunding & Financials

  • $10M$25M

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

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