Advicent is now part of InvestCloud – a global company specializing in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. It supports over $4 trillion of assets for more than 500 direct clients – including some of the world’s largest banks. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding library of modular apps, to create powerful products.
View Top Employees from Advicent SolutionsWebsite | http://www.investcloud.com |
Revenue | $52 million |
Employees | 78 (78 on RocketReach) |
Founded | 1969 |
Address | 10700 W. Research Drive Suite One, Milwaukee, Wisconsin 53212, US |
Phone | (855) 890-5900 |
Industry | Software Development, Software Development & Design, Financial planning software, Software, Marketing communications tools, Client portal, Advisor analytics |
Web Rank | 2 Million |
Keywords | Naviplan, Plan For Scalable, Advicent Solutions, Advicent Pricing, Naviplan Pricing |
Competitors | AdviceAmerica, EV - Financial Solutions, SIS-TECH, Zywave, eMoney Advisor |
SIC | SIC Code 73 Companies, SIC Code 737 Companies |
NAICS | NAICS Code 511 Companies, NAICS Code 54 Companies, NAICS Code 541 Companies, NAICS Code 51 Companies |
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The Advicent Solutions annual revenue was $52 million in 2024.
78 people are employed at Advicent Solutions.
Advicent Solutions is based in Milwaukee, Wisconsin.
The NAICS codes for Advicent Solutions are [511, 54, 541, 51].
The SIC codes for Advicent Solutions are [73, 737].