Strategic Acquisition AdvisorStream was acquired by Broadridge Financial Solutions in June 2021, indicating strong backing and integration into a broader financial technology ecosystem, which could facilitate cross-selling of complementary products and services.
Market Focus Specialized in digital engagement and marketing solutions for wealth management and insurance industries, AdvisorStream presents an opportunity to target financial advisors and firms seeking innovative client communication tools.
Innovative Technology With a tech stack incorporating AI insights, automated marketing, and content delivery, AdvisorStream appeals to financial firms investing in digital transformation, offering opportunities for upselling advanced marketing and engagement features.
Recent Partnerships Collaborations with NexJ Systems and Envestnet highlight opportunities to leverage existing integrations and joint offerings to deepen market penetration and expand customer base in wealth management sectors.
Growth Potential Operating with a revenue range of one to ten million and a relatively small team, AdvisorStream is positioned for targeted growth and expansion, presenting prospects for introducing new marketing solutions to a niche, yet evolving, financial advisor segment.
$50M$100M
$500M$1B
$250M$500M
$50M$100M
$1M$10M
$100M$250MAdvisorStream uses 8 technology products and services including HubSpot Analytics, Microsoft Clarity, Backbone.js, and more. Explore AdvisorStream's tech stack below.
| AdvisorStream Email Formats | Percentage |
| First.Last@advisorstream.com | 40% |
| First@advisorstream.com | 10% |
| First.Last@advisorstream.com | 40% |
| First@advisorstream.com | 10% |
Financial ServicesCanada11-50 Employees
AdvisorStream is the highest-rated marketing platform to help financial advisors drive growth through highly personalized communications that investors enjoy and trust. Through a combination of automated marketing, world-class content, and AI-powered insights, AdvisorStream helps you turn clicks into clients. Learn more at AdvisorStream.com
Company Overview
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Funding & FinancialsAdvisorStream has raised a total of $1.5M of funding over 2 rounds. Their latest funding round was raised on Sep 10, 2019 in the amount of $1.5M.
AdvisorStream's revenue is estimated to be in the range of $1M$10M
Funding & FinancialsAdvisorStream has raised a total of $1.5M of funding over 2 rounds. Their latest funding round was raised on Sep 10, 2019 in the amount of $1.5M.
AdvisorStream's revenue is estimated to be in the range of $1M$10M
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