Founded in 2004, Advisors Plus offers strategic consulting services dedicated to helping financial institutions deliver the best possible outcomes for consumers’ financial health. Through collaborative engagement, data-driven insights and deep industry expertise, Advisors Plus crafts tailored strategies that drive measurable growth. The team offers a comprehensive suite of consulting and marketing services – including payments, digital transformation, risk mitigation, lifecycle campaigns, card portfolio analysis, organizational effectiveness and full-service marketing support – designed to help financial institutions optimize performance, strengthen community impact and achieve lasting success.
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Advisors Plus Questions
The Advisors Plus annual revenue was $729.5 million in 2026.
Katie Kean is the Director, Strategic Consulting Manager of Advisors Plus.
5 people are employed at Advisors Plus.
Advisors Plus is based in Tampa, Florida.
The NAICS codes for Advisors Plus are [522, 5221, 522130, 52213, 52].
The SIC codes for Advisors Plus are [60, 606].
Top Advisors Plus Employees
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Katie Kean
Director, Strategic Consulting Manager at Advisors Plus
Florida, United States55+ -
Brad Wylie
Principal, Strategic Consulting at Advisors Plus
Columbus, OH, US23 -
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Andrea Burns
Consulting Program Administrator, Advisors Plus at Advisors Plus
Schenectady, NY, US13 -
Sandra Patelis
Associate Consultant, Strategic Consulting at Advisors Plus
Scottsdale, AZ, US
