Insights

Growth and Revenue With an estimated revenue between 10 million and 25 million dollars, AdvisorCheck demonstrates significant market presence in the financial advisory monitoring space, indicating potential for upselling additional compliance and monitoring solutions.

Innovative Monitoring Tools The recent launch of Advisor Monitoring showcases the company's focus on innovative security and compliance features, presenting opportunities to cross-sell related tools such as advanced analytics or client engagement platforms.

Funding and Expansion Securing 1.8 million dollars in seed funding highlights investor confidence in AdvisorCheck’s growth plans, suggesting potential for expanding their product offerings to new markets or professional segments.

Market Positioning Positioned alongside similar firms like WiserAdvisor and BrightScope, AdvisorCheck’s emphasis on transparency and accountability creates sales opportunities for partnerships with financial institutions and regulatory bodies seeking trustworthy compliance solutions.

Technological Edge Utilizing a diverse tech stack including AWS, Vercel, and targeted tracking pixels, AdvisorCheck is well-equipped to develop scalable, data-driven solutions—this technological foundation offers chances to promote additional SaaS integrations and data analytics services to their client base.

Similar companies to AdvisorCheck

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
50%
FirstLast@aimranalytics.comJohnDoe@aimranalytics.com
50%
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 February 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.Chairman: R. M.. 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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