AdvisorPeak, Inc Information

View Top Employees from AdvisorPeak, Inc

Trading and rebalancing software, acquired by Addepar.

Website	http://www.advisorpeak.com
Revenue	$4 million
Employees	11 (0 on RocketReach)
Founded	2019
Address	968 Mccormick Way, Layton, Utah 84041, US
Phone	(801) 679-2646
Technologies	JavaScript , HTML , PHP +32 more (view full list)
Industry	Financial Services, Finance General, Finance
Keywords	Portfolio Management Software, Trading Software, Investment Management Software, Wealth Management Software, Financial Planning Software, Portfolio Rebalancing, Algorithmic Trading, Automated Trading, Asset Allocation Software, Investment Technology, Portfolio Optimization, Financial Technology, Trading Platform, Wealthtech, Fintech, Portfolio Analytics, Risk Management Software, Investment Software, Software For Advisors
Competitors	NerdWallet, Morningstar, Envestnet, Inc, eMoney Advisor, SS&C Technologies, Bill.com, Wealthbox, AdvisorEngine, Redtail Technology, LGL Partners +46 more (view full list)
SIC	SIC Code 73 Companies, SIC Code 737 Companies
NAICS	NAICS Code 54151 Companies, NAICS Code 541 Companies, NAICS Code 541511 Companies, NAICS Code 5415 Companies, NAICS Code 54 Companies

AdvisorPeak, Inc Questions

What is the annual revenue of AdvisorPeak, Inc?

The AdvisorPeak, Inc annual revenue was $4 million in 2026.

Where is AdvisorPeak, Inc based?

AdvisorPeak, Inc is based in Layton, Utah.

What is the NAICS code for AdvisorPeak, Inc?

The NAICS codes for AdvisorPeak, Inc are [54151, 541, 541511, 5415, 54].

What is the SIC code for AdvisorPeak, Inc?

The SIC codes for AdvisorPeak, Inc are [73, 737].

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