Advisor Software (ASI) Revenue

Software Development • Walnut Creek, California, United States • 11-20 Employees

Advisor Software (ASI) revenue & valuation

Annual revenue	$15,000,000
Revenue per employee	$1,000,000
Estimated valuation?This valuation is estimated based on industry average for the Software Development industry and current estimated revenues	$48,000,000
Total funding	No funding

Key Contacts at Advisor Software (ASI)

Rob Kaplan

It Director

Andrew Rudd

Ceo

Company overview

Headquarters	2175 North California Blvd., Walnut Creek, CA 94596, US
Phone number	+19252997782
Website	advisorsoftware.com
SIC	737
Keywords	Portfolio Rebalancing, Portfolio Analysis, Financial Planning Software, Automated Investment Solutions, Behavioral Finance Methodology, Digital Advice Platform, Fintech Apis, Investment Proposal Generation Tools, Risk Tolerance Measurement, Robo-Advisor Alternative
Employees	11-20
Socials

Advisor Software (ASI) Email Formats

Advisor Software (ASI) uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@advisorsoftware.com), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@advisorsoftware.com	100%

About Advisor Software (ASI)

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

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Manager

Employees by Department

Advisor Software (ASI) has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

Advisor Software (ASI) has never raised funding before.

Frequently asked questions

Advisor Software (ASI) is located in Walnut Creek, California, US.

You can reach Advisor Software (ASI) at +19252997782.

Advisor Software (ASI) generates an estimated annual revenue of $15,000,000. This revenue figure reflects the company's market position and business performance in its industry.

Advisor Software (ASI) has an estimated valuation of $48,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Advisor Software (ASI) has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Advisor Software (ASI)

Rob Kaplan

It Director

Andrew Rudd

Ceo

4.8

40,000 users