AdviceBridge Revenue

Financial Services • London, England, United Kingdom • 1-10 Employees

AdviceBridge revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at AdviceBridge

Tom Nielsen

Cofounder / Data Science

Company overview

Headquarters	26 Curtain Road, London, England EC2A 3NY, GB
Phone number	+4410465918
Website	advicebridge.com
NAICS	52
SIC	628
Keywords	Risk Management, Pensions, Holistic Financial Planning, Retirement, Fintech, Tax Optimisation
Founded	2017
Employees	1-10
Socials

About AdviceBridge

AdviceBridge is the leading automated digital advice and guidance platform for financial planners. Our solution digitises many of the manual, time consuming processes, engaging your clients through its simple and meaningful interface whilst enabling you to focus on the relationship and not admin, research or reports. Our system helps gather information, analyse what is held and how it should be structured before producing a recommendation report for you to present to your client. Through this process it significantly cuts the time spent on client maintenance, reviews and proposals, enabling firms to become profitable with every client. 𝗜𝘀𝘀𝘂𝗲𝘀 𝗼𝗿 𝗰𝗼𝗻𝗰𝗲𝗿𝗻𝘀 𝘆𝗼𝘂 𝗺𝗮𝘆 𝗯𝗲 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗶𝗻𝗴: ◾ Efficiency and speed of processes impacting on cost of servicing clients ◾ Less profitable clients ◾ Cost of employing/outsourcing paraplanners ◾ Cashflow planning too expensive to implement for all, or too complex ◾ Reduced profit due to cost increases: FCA Levy, PII, Salaries ◾ Orphan clients, inherited clients, "tails" of acquired books 𝗢𝗿 𝘁𝗵𝗼𝘀𝗲 𝗷𝘂𝘀𝘁... ◾ Looking to improve processes & efficiency through software ◾ Looking to offer a guidance service & full advice service through software ◾ Looking for a solution to help with providing different client service levels ◾ Wanting a tech enabled service 24/7 to raise service across more clients 𝗘𝗶𝘁𝗵𝗲𝗿 𝘄𝗮𝘆 𝘄𝗲 𝗵𝗮𝘃𝗲 𝘁𝗵𝗲 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻, So do get in touch: 𝗪𝗲𝗯: www.advicebridge.com 𝗘𝗺𝗮𝗶𝗹: hello@advicebridge.com 𝗖𝗮𝗹𝗹 𝘂𝘀 𝗼𝗻 020 3925 3850

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Explore AdviceBridge's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2019-02-01	13	N/A

Funding Insights

Number of funding rounds

Frequently asked questions

AdviceBridge is located in London, England, GB.

You can reach AdviceBridge at +4410465918.

AdviceBridge generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

AdviceBridge has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

AdviceBridge was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

AdviceBridge has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at AdviceBridge

Tom Nielsen

Cofounder / Data Science

4.8

40,000 users