Short description
AdvisorCheck is the platform that helps investors Research, Compare, and Connect with Financial Advisors.
Description
After spending decades working in financial services, we witnessed tens of billions in annual investor losses due to advisor misconduct and a lack of performance. Disheartened to see bad actors, failure to fulfill client needs, a convoluted and complex cloud of cleverly disguised intermediaries and products, we were determined to give the power back to you. Our ethos is founded on transparency. It inspired us to create a simple, fast, and intuitive service. Our goal is to elevate the Wealth Management Industry and bring clarity and insight to every investor.
Last funding
Absolutely Noaccess
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Total funding
$$43214321
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Location
Sarasota, Florida, United States, North America
Founded on
November 1, 2021
Non-profit?
No
Acquired?
No
Employees count
1-10
Revenue range
$1230 - 4560
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Founders
KJ Kim