Total Funding
88
78
Total FundingVenture - Series Unknown raised
Growth Score
-3 pts
Heat Score
-5 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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73480
AdvisorFinder is a digital platform that connects individuals, couples, and business owners with financial advisors tailored to their goals.
- Jason Friedman: Co-Founder
About the Company
AdvisorFinder utilizes a personal assessment tool to match users with professionals based on preferences for specialties such as estate planning, tax consulting, and retirement management. Users can filter results by fee structures, investment types including cryptocurrency or alternative assets, and specific industry expertise like healthcare or
technology. The platform provides detailed advisor profiles that include information on pricing models, typical clientele, and areas of focus such as succession planning or insurance. By centralizing data from various firms, the service allows for independent research and direct contact with chosen financial professionals.
