Total Funding
65
70
Total FundingAngel raised
Growth Score
-3 pts
Heat Score
-6 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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46191
Email AI and Predictive Analytics for 401(k) retirement
Jerry Yen: CEOPast Role: EZTABLE, Co-Founder
Yashar Ahmadpour: Co-Founder & CPOPast Role: Rendevu - Meet Your Interest, Co-Founder, CEO
About the Company
Our mission: Use AI and Automation to help secure the financial futures of millions of everyday workers with $30T in assets. What we do: Advice Analytics delivers user-friendly AI and Automation to the 401(k) retirement industry with email AI marketing, predictive compliance testing, and automated plan document management. With proven experience in
marketing, retirement, and analytics, our proprietary algorithms and enterprise-grade security enable more effective employee communications and plan compliance. Our fintech firm fanatically believes that diversity and data can drive innovation to support the financial futures of millions of everyday workers.
East Asian Founded
Hispanic / Latine Founded
Middle Eastern / North African Founded
Women Led
