AdvisorTech, founded in 1987, is a finance and financial services startup dedicated to empowering financial intermediaries worldwide. Their slogan, "Empowering financial intermediaries worldwide with the technology and insights needed for effective investment management," reflects their commitment to providing technology and insights for investment management. The company's confident stance in the continued significance of intermediaries such as major broker-dealers, banks, insurance companies, investment advisors, and financial planners indicates a strong market understanding.
AdvisorTech's offerings revolve around providing intermediaries with access to internet technology, top-tier products, and investment expertise. Their comprehensive technology facilitates investment selection, marketing, customer management, and trading of various financial products, including mutual funds. Moreover, their clientele includes both large and small financial intermediaries worldwide, showcasing a broad market reach.
The company's most recent investment was a $25.00M Private Equity Round investment on 05 May 2000. Noteworthy investors in this round include Chase Capital Partners, Pamlico Capital, CalSTRS, First Union Corporation, Chase H&Q, J.H. Whitney & Co, H&Q Asia Pacific, Morgan Stanley Dean Witter.
With its extensive industry experience and strong investor support, AdvisorTech stands poised to continue its successful trajectory in the finance, financial services, and banking industries.
