Advicent

Advicent is a SaaS solution for the financial advice and planning industry. It enables individuals, independent advisors, regional banks, or enterprise financial service organizations to navigate the financial planning process for plans ranging from simple beginner investments to complex, high net-worth plans. 

COMPANIES WE TRACK USING Advicent
46
Create a Target Segment

Companies Currently Using Advicent

Download CSV Sample (25 companies)
Company NameWebsiteHQ AddressCityStateZipCountryTop Level IndustrySub Level IndustryEmployeesRevenue (USD)PhoneLast Verified
Motive Partners motivepartners.com 250 Greenwich Street, FL47 7 World Trade Center New York NY 10007 US Finance Brokerage From 10 to 49 From $10,000,000 to $49,999,999 - 8 months ago
Trango Technology trangotechnology.com 25850 Tennyson Ln Stevenson Ranch CA 91381-1008 US Business Services Accounting & Accounting Services Less than 10 Less than $1,000,000 (949) 428-2656 a year ago
UBS ubs.com Bahnhofstrasse 45 Zurich Zurich 8001 CH Finance General Financial Services & Insights Above 10,000 Over $1,000,000,000 - a year ago
McLaughlin Ryder Investments mclaughlinryder.com 1421 Prince St, Ste 200 Alexandria VA 22314-2774 US Finance Brokerage Less than 10 From $1,000,000 to $9,999,999 (703) 566-8140 2 years ago
Olmsted Financial Group olmstedfinancialgroup.com 3428 Lakeridge Pl NW, Ste 120 Rochester MN 55901-6572 US Business Services Management & Business Consulting From 10 to 49 From $1,000,000 to $9,999,999 (507) 281-1262 a year ago

Personalize. Target. Analyze.

Discover companies using Advicent by locations, employees, revenue, industries, and more. Compare your target to your CRM or marketing platform. Create campaigns & analyze your results.

Contact Us to view all 46 companies