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Advisor.AI

Advisor.AI

Private
San Francisco, CaliforniaFinTechhttps://joinadvisorai.com/

Company Overview

Advisor.AI is an education technology company that provides an AI-powered platform to help educational institutions and workforce organizations improve student engagement, academic guidance, and career services.

Sector

FinTech

Verticals

Wealth Management, NLP & Conversational AI, Workflow Automation, Vertical SaaS

Business Model

B2B

Customer Profile

Subscription SaaS

AI Layer

Application

Keywords

wealth management softwarefinancial advisor toolspractice management softwareAI copilotworkflow automationfintech SaaSvertical SaaSautomated documentationclient relationship managementCRMconversational AIvibe codingAI agentfinancial planning software

Historical Pricing

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Caplight Momentum Score

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Advisor.AI Comparables

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Advisor.AI comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
Nevis
89%
Pulse360
86%
Zocks
84%

Advisor.AI Funding Rounds

Historical fundraising activity

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Market signals

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  • May 14, 2026

    Grew 30% QoQ from 10 to 13 employees.

  • May 13, 2026

    Monthly visitors increased 41% MoM.

Advisor.AI Filings

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Advisor.AI filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about Advisor.AI's valuation, stock price, and market status.

Is Advisor.AI a public or private company?

Advisor.AI is a private company.

What is the current stock price of Advisor.AI?

Advisor.AI is a private company with no public stock price. No recent secondary market data is available.

How much is Advisor.AI worth (valuation)?

Valuation information for Advisor.AI is not publicly available.

Can I buy Advisor.AI stock?

Advisor.AI 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.AI's last funding round?

Funding round information for Advisor.AI is not publicly available.

Who are the main investors in Advisor.AI?

Investor information for Advisor.AI is not publicly disclosed.

Will Advisor.AI IPO soon?

No public IPO plans have been announced for Advisor.AI.

How can I track Advisor.AI secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor Advisor.AI's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersSan Francisco, California
Employee Range13
Year Founded2024
Last Funding—

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