Advisor.com
PrivateLast Round
Seed
Sep 3, 2025
Total Funding Raised
$9M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
Advisor.com is a fintech company that operates an AI-powered marketplace to connect investors with vetted fiduciary financial advisors and provides wealth management services through its RIA, Advisor Wealth Management.
Sector
FinTech
Verticals
Wealth Management, Personal Finance, Investment Platforms
Business Model
B2B2C
Customer Profile
Marketplace Commission, Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Advisor.com Comparables
Compare Advisor.com with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Money Pickle | 77% | |
Advisor.com Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Seed | Sep 3, 2025 |
Advisor.com Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Walkabout Ventures | Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Sep 3, 2025
$9M round led by Walkabout Ventures.
Advisor.com Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Advisor.com's valuation, stock price, and market status.