Summary

Advisor Software

Description

Advisor Software, Inc. is a leading provider of wealth management cloud platforms for financial advisors and institutions. The company has pioneered the first Wealth Management Cloud platform that offers streamlined access to a comprehensive range of f...

Strengths

  • Revenue growth is more steady than the industry average
  • Web traffic rankings are better than the industry average

Weaknesses

  • Advisor Software has a very small market share in their industry
  • Revenue generated per employee is less than the industry average
  • Revenue growth is less than the industry average
  • The number of employees is not growing as fast as the industry average
  • Since Advisor Software was founded, the company has experienced slower revenue growth than the industry average

Annual Revenue

Advisor Software's annual revenue

$2838000

Based on Kona Equity data

  • Revenue per employee

    $189200

  • Variance of revenue growth

    0.01

  • Annual revenue growth since founding

    $97862

  • Revenue growth rate from first known quarter to current

    -2.9%

Employee Count

15 employees

  • Employee growth rate from first known quarter to current

    2.9%

Executives

Neil Osborne

Chief Financial Officer

n**@advisorsoftware.com

Amanda Pena

Director, Administration

a**@advisorsoftware.com

Brad Thompson

Vice President, Information Technology

b**@advisorsoftware.com

Rob Kaplan

Director, Information Technology

r**@advisorsoftware.com

Michael Granger

Client Management Vice President, Implementation

m**@advisorsoftware.com

Stephen Albin

Chief Software Architect

s**@advisorsoftware.com

David Barber

Sales Director

d**@advisorsoftware.com

Baljeet Dhanda

Manager

b**@advisorsoftware.com

Paul Puljiz

Data Operations Analyst

p**@advisorsoftware.com

Sage Rose

Senior Vice President

s**@advisorsoftware.com

Amy Neace

Client Service Consultant

a**@advisorsoftware.com

Thomas Duwyane

Manager, Client Success

t**@advisorsoftware.com

Christopher Draper

Product Development

c**@advisorsoftware.com

Michelle Nguyen

Advisor Sales and Support

m**@advisorsoftware.com

Christy Clements

Corporate Controller

c**@advisorsoftware.com

G Score - 2

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G5 Variance of revenue growth is less than the industry average
  • G7 Website traffic rankings are better than the industry average

Web Analysis

  • Rank

    684 K

  • Page views per visitor

    6.9

  • Daily time

    3:18

  • Bounce Rate

    33.3 %

Location

2175 N California Blvd Ste 400 400
Walnut Creek, CA  94596

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Key Information

  • SIC: 73; 737
  • NAICS: 51; 511
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Advisor Software.

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Frequently Asked Questions

Where is Advisor Software located?

Advisor Software's headquarters are located at 2175 N California Blvd Ste 400 400 Walnut Creek, CA  94596.


What is Advisor Software's official website?

Advisor Software's official website is advisorsoftware.com


What is Advisor Software's revenue?

Advisor Software's annual revenue is $2.8 M.


What is Advisor Software's SIC code?

Advisor Software's SIC: 73; 737


What is Advisor Software's NAICS code?

Advisor Software's NAICS: 51; 511.


How many employees does Advisor Software's have?

Advisor Software has 15 employees


What industry does Advisor Software belong to?

Advisor Software is in the industry of Computer software.

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