AdvisoryAI
PrivateCompany Overview
AdvisoryAI is a business/productivity software company that provides an AI-powered co-pilot platform designed to automate administrative tasks, such as meeting notes and suitability report drafting, for financial advisory firms.
Sector
FinTech
Verticals
Wealth Management, NLP & Conversational AI, Compliance & Risk, Vertical SaaS
Business Model
B2B
Customer Profile
Subscription SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
AdvisoryAI Comparables
Compare AdvisoryAI with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| PlannerPal | 93% | |
| Marloo | 90% | |
| SOFI | 90% |
AdvisoryAI Funding Rounds
Historical fundraising activity
AdvisoryAI Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| SFC Capital | Pre Seed |
Market signals
Structured signals derived from secondary market and firmographic data.
- Nov 8, 2025
Monthly visitors increased 124% MoM, reaching 18.2K.
- Jun 2, 2025
Monthly visitors increased 143% MoM, reaching 5.1K.
AdvisoryAI 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 AdvisoryAI's valuation, stock price, and market status.
Is AdvisoryAI a public or private company?
AdvisoryAI is a private company.
What is the current stock price of AdvisoryAI?
AdvisoryAI is a private company with no public stock price. No recent secondary market data is available.
How much is AdvisoryAI worth (valuation)?
Valuation information for AdvisoryAI is not publicly available.
Can I buy AdvisoryAI stock?
AdvisoryAI 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 AdvisoryAI's last funding round?
Funding round information for AdvisoryAI is not publicly available.
Who are the main investors in AdvisoryAI?
Key investors in AdvisoryAI include SFC Capital.
Will AdvisoryAI IPO soon?
No public IPO plans have been announced for AdvisoryAI.
How can I track AdvisoryAI secondary market activity?
Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor AdvisoryAI's secondary market activity and sign up for updates.