Advisor.com
PrivateLast Round
Seed
Sep 3, 2025
Total Funding Raised
$9M
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
Subscription SaaS, Marketplace Commission
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Advisor.com Comps
Public and private peers based on sector, stage, and business model.
| Company | Status | Est. Valuation | Rev Multiple |
|---|---|---|---|
| OpenAI | Private | $86.0B | ~40x |
| Cohere | Private | $5.0B | -- |
| Competitor 1 | Public | $XX.XB | XXx |
| Competitor 2 | Public | $XX.XB | XXx |
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 |
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.