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
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
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about Advisor.com's valuation, stock price, and market status.
Is Advisor.com a public or private company?
Advisor.com is a private company.
What is the current stock price of Advisor.com?
Advisor.com is a private company with no public stock price. No recent secondary market data is available.
How much is Advisor.com worth (valuation)?
Valuation information for Advisor.com is not publicly available.
Can I buy Advisor.com stock?
Advisor.com shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.
When was Advisor.com's last funding round?
Advisor.com's most recent funding round was Seed on September 3, 2025.
Who are the main investors in Advisor.com?
Key investors in Advisor.com include Walkabout Ventures.
Will Advisor.com IPO soon?
No public IPO plans have been announced for Advisor.com.
How can I track Advisor.com secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Advisor.com's secondary market activity and sign up for updates.