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Advisor.com

Advisor.com

Private
Charleston, South CarolinaFinTechhttps://advisor.com

Last Round

Seed

Sep 3, 2025

Total Funding Raised

$9M

Momentum Score

25 /100

Company Overview

Advisor.com is a fintech company that operates an AI-powered marketplace to connect investors with vetted fiduciary financial advisors and also provides wealth management services through its RIA, Advisor Wealth Management.

Sector

FinTech

Verticals

Wealth Management, Marketing, Personal Finance, Investment Platforms

Business Model

B2B2C

Customer Profile

Marketplace Commission, Services & Consulting

AI Layer

Application

Keywords

financial advisor marketplaceadvisor matchingfiduciary financial advisoradvisor lead generationWealthTechregistered investment adviserRIAwealth managementfinancial planningAI-powered matchingdigital advice platformclient acquisitionflat fee financial advisorassets under managementAUM

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Caplight Momentum Score

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Advisor.com Comps

Public and private peers based on sector, stage, and business model.

CompanyStatusEst. ValuationRev Multiple
OpenAIPrivate$86.0B~40x
CoherePrivate$5.0B--
Competitor 1Public$XX.XBXXx
Competitor 2Public$XX.XBXXx

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Advisor.com Funding Rounds

Historical fundraising activity

RoundDateAmount RaisedValuationInvestorsSources
SeedSep 3, 2025
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Advisor.com Investors

Notable investors and investment history

InvestorRounds
Walkabout VenturesSeed
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Advisor.com Filings

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Advisor.com Filings

SEC and related filings with document metadata.

Frequently Asked Questions

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Firmographic Details

HeadquartersCharleston, South Carolina
Employee Range218
Year Founded2022
Last FundingSep 3, 2025

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