AdvisorOp

Information Services • Chicago, Illinois, United States • 1-10 Employees

Company overview

Headquarters	Chicago, Illinois, United States
Phone number	+16304008000
Website	advisorop.com
NAICS	519
Keywords	Document Management, CRM, Reporting, Business Process Automation, Fintech, Document Generation, Ria Software, E-Signature, Tamp, Portfolio Aggregation, Paperless Processing, Financial Advisor Software, Investment Advisor Solution, Ria Processing
Founded	2017
Employees	1-10
Socials

Key Contact at AdvisorOp

Jason Rolence

Co-Founder

AdvisorOp Email Formats

AdvisorOp uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@advisorop.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@advisorop.com	100%

About AdvisorOp

AdvisorOp is business process management software for financial advisors with logins for advisors, client service team and clients. Our platform connects to CRMs (Salesforce, Redtail), LaserApp, Docusign, Adobe Sign, custodian, portfolio management and document management systems to provide enterprise solutions, including: -Paperless electronic account processing from proposal to investment -Account monitoring -Aggregated household reporting -Custom account grouping -Management reporting -Billing support -Desktop and mobile logins

AdvisorOp revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Information Services industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

AdvisorOp has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

AdvisorOp has never raised funding before.

AdvisorOp Tech Stack

Discover the technologies and tools that power AdvisorOp's digital infrastructure, from frameworks to analytics platforms.

Apache HTTP Server

Web servers

jQuery

JavaScript libraries

GoDaddy

Hosting

jQuery UI

JavaScript libraries

Isotope

JavaScript libraries

Lozad.js

JavaScript libraries

Flickity

JavaScript libraries

Frequently asked questions

AdvisorOp is located in Chicago, Illinois, US.

You can reach AdvisorOp at +16304008000.

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

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

Key Contact at AdvisorOp

Jason Rolence

Co-Founder

4.8

40,000 users