A.S.A.P. Advisor Services, Inc.
Your trusted partner for investment marketing and database management solutions.
4 employees · est. 1998 · New York, United States
GeoWealth
We are The Advisor's TAMP, built for RIAs like you. Reach out to learn more about our solutions or request a live demo.
102 employees · est. 2010 · Chicago, United States
A.S.A.P. Advisor Services, Inc. is the older company (1998 vs 2010); GeoWealth is the larger of the two.
Side-by-Side Comparison
| Metric | A.S.A.P. Advisor Services, Inc. | GeoWealth |
|---|---|---|
| Founded | ||
| Founded | 1998 older | 2010 |
| Headquarters | ||
| Headquarters | New York, United States | Chicago, United States |
| Employees | ||
| Employees | 4 | 102 larger |
| Industry | ||
| Industry | Enterprise Software | Finance, Financial Services, Fintech |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Series Unknown |
| Total Funding | ||
| Total Funding | Not tracked yet | $37.00M |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | 3 |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Investment Marketing, Database Management, Institutional Money Managers, Hedge Fund Managers, Financial Advisors, ManagerQuest, HedgeQuest, Consultant Databases, RFP Management, Product Factsheets, Institutional Investors, Global Client Base, Information Management | Turnkey Asset Management Platform, Wealth Management Technology, Advisor Technology Suite, Open-Architecture Platform, Investment Solutions, Financial Technology & Services, Portfolio Management, RIA Services, Wealth Management Lifecycle, Chicago-based Firm, Institutional-caliber Solutions, Technology Integration, Customizable Solutions, Investment Advisors, Back Office Support |
| Website | ||
| Website | asapas.com | geowealth.com |
About A.S.A.P. Advisor Services, Inc.
A.S.A.P. Advisor Services, Inc. is a leading provider of marketing and database management solutions for institutional money managers, hedge fund managers, and other financial advisors. The company's flagship products, ManagerQuest® and HedgeQuest®, address the challenges associated with sharing fir...
About GeoWealth
GeoWealth is an award-winning Turnkey Asset Management Platform (TAMP) tailored for Registered Investment Advisors (RIAs). The Chicago-based company offers a fully-integrated advisor tech suite and best-in-class investment solutions, designed to support RIAs in growing their business and efficiently...
We will tell you when either one moves
BounceWatch watches A.S.A.P. Advisor Services, Inc. and GeoWealth for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at A.S.A.P. Advisor Servi... and GeoWealth — by email.
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Compiled from the BounceWatch company index. We last looked at A.S.A.P. Advisor Services, Inc. on 14 Sep 2024, and GeoWealth on 12 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.