Founded in 2001, Interactive Advisory Software (now doing business as Hanlon Advisory Software) provides the only turn-key Web-based software-as-a-service (SaaS) unified wealth management solution for financial advisors and wealth managers. Today, we are proud to service over one hundred and fifty leading financial advisory firms throughout the country. Hanlon Advisory Software Solution 360° is the only unified wealth management software solution to combine Portfolio Management, Financial Planning, Customer Relationship Management (CRM), Back Office Services, Client Access Portals, and Rebalancing in one database on one platform. For more information, visit hanlon.com To request a demo, email IASSales@IASsoftware.com
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Hanlon Advisory Software Questions
The Hanlon Advisory Software annual revenue was $14.7 million in 2026.
Matt Wolf is the Director of Sales and Marketing of Hanlon Advisory Software.
2 people are employed at Hanlon Advisory Software.
Hanlon Advisory Software is based in Egg Harbor Township, New Jersey.
The NAICS codes for Hanlon Advisory Software are [52, 523920, 5239, 523, 52393, 52392, 523930].
The SIC codes for Hanlon Advisory Software are [67, 62, 628].
Top Hanlon Advisory Software Employees
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John Philpott
Chief Executive Officer at Hanlon Advisory Software
Nashville, Tennessee, United States21
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