Insights

Innovative Monitoring AdvisorCheck's recent launch of Advisor Monitoring indicates a focus on enhanced compliance and regulatory transparency, presenting opportunities to offer integrated compliance solutions or regulatory technology tools to strengthen their platform.

Growth Funding With a recent seed funding of 1.8 million dollars, AdvisorCheck is positioned for expansion and product development, making it a prime candidate for strategic partnerships or additional technology integrations to accelerate growth.

Customer Engagement The company's emphasis on user-friendly technology and transparent engagement highlights a potential market for advanced customer relationship management solutions and tailored user experience enhancements.

Leadership Direction Under new CEO Adriel Tam, AdvisorCheck is likely open to innovative solutions that align with their mission of affordability and accessibility, offering opportunities to align sales pitches with their growth strategies.

Market Positioning Serving a competitive segment with similar companies like WiserAdvisor and BrightScope, AdvisorCheck's focus on advisor monitoring and investor advocacy suggests opportunities to differentiate with specialized compliance, data analytics, or security services tailored to financial advisory platforms.

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 Cliffs, NJ 07632 US. 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 October 2025, 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. Digital Marketing Manager, Community Engagement: A. R.. 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 Cliffs, NJ 07632 US
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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