AdvisorCheck

About AdvisorCheck

AdvisorCheck is a consumer-first platform designed to help individuals find, evaluate, and monitor financial advisors. The company aims to build trust through transparent and unbiased data, remove costly intermediaries to make advice affordable, eliminate sales pressure, and empower users with tools and resources to make confident financial decisions.

Products & Services

Advisor Search Tools:Comprehensive search tools with extensive filtering to help users find the right financial advisor.

Advisor Evaluation:Provides detailed profiles and data to compare and evaluate financial advisors based on accurate and reliable results from sources like FINRA BrokerCheck and IAPD.

Active Monitoring:Ongoing monitoring of advisors' regulatory status with constantly updating data to prevent surprises.

Unbiased Insights:Offers facts and data with explanations to help users understand key aspects of financial advisors.

AC Profile+ Report:Detailed reports providing background checks, regulatory status, and credentials of financial advisors for due diligence.

Specialties

Financial Advisor Research Regulatory Data Analysis Background Checks for Financial Advisors Advisor Monitoring

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Seed T: - FT: Seed	A: 1800000 MR: - FA: $1.8 million FAN: 1800000	D: 2023-06-26 FD: 2023-06-26	-

Seed Latest

2023-06-26

$1.8M

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

M

Michael Fox

Chief Operating Officer

J

Josh Bock

Chief Commerical Officer

A

Allison Goodman

Product Management

M

Myoung Ko

Sr. Software Architect

D

Daniel Costa

Software Architect

Z

Zach Kay

Digital Marketing

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Recent News

AdvisorCheck Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised