AdvisorStream

General Information

Company Name

AdvisorStream

Founded Year

2012

Location (Offices)

Toronto, Canada +3

Founders / Decision Makers

Number of Employees

Industries

Information Technology

Funding Stage

Debt Financing

Social Media

AdvisorStream - Company Profile

AdvisorStream is the highest-rated marketing platform for financial advisors that drives growth, revenue, and retention. Established in 2012 and headquartered in Canada, it aims to help financial advisors enhance client communication and engagement. Through automated marketing, world-class content, and AI-powered insights, AdvisorStream assists in turning clicks into clients. The latest investment of $2.00M in debt financing was secured on 10 September 2019, with Espresso Capital being the investor. For more information, interested parties can visit AdvisorStream.com.

Taxonomy: marketing platform, financial advisors, personalized communications, automated marketing, content management, AI-powered insights, client acquisition, revenue growth, retention strategies, content curation, investment management, client engagement, financial industry