Advisor Software, Inc. is a leading provider of wealth management cloud platforms for financial advisors and institutions. The company has pioneered the first Wealth Management Cloud platform that offers streamlined access to a comprehensive range of financial services and resources. Advisor Software’s products address advisors’ functional needs, including Automated Digital Advice, Planning, Proposal Generation, Portfolio Construction, Rebalancing, and Investment Analytics. The company’s solutions serve a wide range of financial institutions and professionals, enabling asset management firms, broker-dealers, banks, insurance companies, online brokerages, custodians, and providers of investment services and products to deliver more insightful, actionable investment advice and build stronger, more profitable client relationships. Advisor Software, Inc. has been acquired by Refinitiv, one of the world’s largest providers of financial markets data and infrastructure. See the full press release here: https://refini.tv/3dLpqNe
View Top Employees from Advisor Software (ASI)Website | https://www.advisorsoftware.com/ |
Revenue | $6 million |
Employees | 16 (14 on RocketReach) |
Founded | 1995 |
Address | 2175 North California Blvd., Walnut Creek, California 94596, US |
Phone | (925) 299-7782 |
Fax | (925) 962-0658 |
Technologies |
JavaScript,
HTML,
PHP
+63 more
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Industry | Software Development, Software General, APIs & Applications, Software, Financial Planning, Investment Planning, Portfolio Management, Portfolio Analysis, Reports, Alerts |
Web Rank | 608061 |
Web Visits | 54830 |
Keywords | Advisor Software, Advisor Software Asi, Asi Software Client Acquisitioin, Etarde |
Competitors | AdviceAmerica, International Private Banking Systems, Swissrisk, Wealth Solutions, RIA, Xeye |
SIC | SIC Code 73 Companies, SIC Code 737 Companies |
NAICS | NAICS Code 51 Companies, NAICS Code 511 Companies, NAICS Code 5112 Companies |
Looking for a particular Advisor Software (ASI) employee's phone or email?
The Advisor Software (ASI) annual revenue was $6 million in 2024.
Amanda Pena is the Director, Administration of Advisor Software (ASI).
14 people are employed at Advisor Software (ASI).
Advisor Software (ASI) is based in Walnut Creek, California.
The NAICS codes for Advisor Software (ASI) are [51, 511, 5112].
The SIC codes for Advisor Software (ASI) are [73, 737].