Advisor Impact helps financial service providers drive client engagement and growth through its industry-leading research and tools, working across North America and the United Kingdom. In addition to conducting client feedback programs at the enterprise and individual level, Advisor Impact conducts on-going research among advisors and investors and publishes the industry’s only annual benchmark on client engagement.
| Website | http://www.advisorimpact.com |
| Revenue | $6.6 million |
| Employees | View employees |
| Founded | 1998 |
| Address | 133 Richmond St West Ste 303, Toronto, Ontario M5H 2L3, CA |
| Phone | +1 704-326-2723 |
| Technologies |
JavaScript
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HTML
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PHP
+20 more
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| Industry | Financial Services, Business Services General, Education and Training Services (B2B), Business Services, Other Commercial Services |
| Competitors | Fidelity Investments, Schwab Advisor Services, Prudential Financial, Morningstar, TD Ameritrade, eMoney Advisor, Wealthbox, AdvisorEngine, Redtail Technology, Riskalyze +32 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies, SIC Code 87 Companies, SIC Code 874 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 51711 Companies, NAICS Code 5171 Companies, NAICS Code 523 Companies, NAICS Code 517110 Companies, NAICS Code 51 Companies, NAICS Code 517 Companies |
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The Advisor Impact annual revenue was $6.6 million in 2026.
Advisor Impact is based in Toronto, Ontario.
The NAICS codes for Advisor Impact are [52, 51711, 5171, 523, 517110, 51, 517].
The SIC codes for Advisor Impact are [62, 628, 87, 874].