What departments does AdvisorStream have?

AdvisorStream has employees across 7 departments including Entrepreneurship, Engineering, Media & Communications, Marketing, Customer Success.

What is the largest department at AdvisorStream?

The largest department at AdvisorStream is Engineering with 2 employees.

Where are AdvisorStream employees located globally?

AdvisorStream has employees across 1 continents and 1 countries including Canada.

How has AdvisorStream's team size changed over time?

AdvisorStream's team has decreased from approximately 19 to 12 employees based on available data.

AdvisorStream Employee Directory

Financial ServicesOntario, Canada2-10 Employees

AdvisorStream is a Toronto-based financial services company located at 120 Bremner Boulevard, Suite 2300, Toronto, Ontario, Canada. It has a small team consisting of 2 to 10 employees. The company provides a marketing platform for financial advisors that supports highly personalized investor communications through automated marketing, curated content, and AI-powered insights. In June 2021, AdvisorStream was acquired by Broadridge Financial Solutions, Inc., and it now operates under the Broadridge brand with web presence at advisor.broadridge.com. Its technology stack includes HubSpot Analytics, Microsoft Clarity, Backbone.js, AOS, YouTube, Adobe Fonts, Django, and Nginx.

AdvisorStream Global Highlights

North America
15

Canada
15

AdvisorStream's Leadership

K. M.
Ceo, Co-Founder
Mobile Phone
Email
M. H.
Director Of Software Engineering
Mobile Phone
Email
K. V.
Director Of Content
Mobile Phone
Email
W. P.
Marketing Manager
Mobile Phone
Email
J. B.
Customer Success Manager
Mobile Phone
Email
J. L.
Marketing Specialist
Mobile Phone
Email
P. P.
Business Development/Account Management
Mobile Phone
Email
A. B.
Enterprise Client Success Representative
Mobile Phone
Email

AdvisorStream Employee Metrics

100%

50%

0%

2026

2025

Customer Success
Marketing
Engineering
Product Management
Program & Project Management
Other
Operations
Business Development
Media & Communications
Support
Banking
Business

Contact profiles from AdvisorStream

Name

Title

Contact

Location

Last Update

K. M.
Ceo, Co-Founder
Mobile Phone
Email
Canada, Ontario
Aug 25, 2026
M. H.
Director Of Software Engineering
Mobile Phone
Email
Canada, Ontario
Jun 24, 2026
K. V.
Director Of Content
Mobile Phone
Email
Canada, Ontario
Apr 16, 2026
W. P.
Marketing Manager
Mobile Phone
Email
Canada, Ontario
Jul 01, 2026
J. B.
Customer Success Manager
Mobile Phone
Email
Canada, Ontario
Jun 30, 2026
J. L.
Marketing Specialist
Mobile Phone
Email
Canada, Ontario
Apr 15, 2026
P. P.
Business Development/Account Management
Mobile Phone
Email
Canada, Ontario
Jan 27, 2026
A. B.
Enterprise Client Success Representative
Mobile Phone
Email
Canada
Sep 12, 2026
I. H.
Client Operations Specialist
Mobile Phone
Email
Canada, Ontario
Jul 19, 2023
M. N.
Software Developer
Mobile Phone
Email
Canada, Ontario
Jul 29, 2024

Frequently Asked Questions

What is AdvisorStream known for?

AdvisorStream was founded in 2012 and operates in the Financial Services industry. You can contact AdvisorStream's main corporate office by phone at

+1-877-761-****

. Explore AdvisorStream's company overview page for more information.

What is AdvisorStream's most common email format?

AdvisorStream employees' email format typically follows the pattern of First.Last@advisorstream.com. Trying to find reliable and up-to-date employee contact data? Find more AdvisorStream email formats with LeadIQ.

How many employees does AdvisorStream have currently?

AdvisorStream has approximately 6 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are AdvisorStream's key employees and leadership?

As of August 2026, AdvisorStream's key employees include:

Ceo, Co-Founder: K. M.
Director Of Software Engineering: M. H.
Director Of Content: K. V.
Marketing Manager: W. P.
Customer Success Manager: J. B.

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AdvisorStream Employee Directory

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