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
32
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Companies Currently Using Advicent

Download CSV Sample (25 companies)
Company NameWebsiteHQ AddressCityStateZipCountryTop Level IndustrySub Level IndustryEmployeesRevenue (USD)PhoneLast Verified
Advisor Group advisorgroup.com 2800 N Central Ave Ste 2100 Phoenix AZ 85004 US Finance General Financial Services & Insights From 50 to 199 From $1,000,000 to $9,999,999 - 7 months ago
LVM Capital Management lvmcapital.com 7840 MOORSBRIDGE RD Portage MI 49024 US Finance General Financial Services & Insights From 10 to 49 From $1,000,000 to $9,999,999 (269) 321-8120 a year ago
CIG Financial Services cigfinancialservices.com PO BOX 300 219 N DEFIANCE ST Archbold OH 43502 US Insurance Insurance Less than 10 Unknown (419) 445-5000 10 months ago
MassMutual Financial Group massmutual.com 1295 State St Springfield MA 01111 US Unclassified Establishments Nonclassifiable Establishments From 5,000 to 9,999 Over $1,000,000,000 (413) 744-8411 a year ago
Northwestern Mutual northwesternmutual.com 720 E. Wisconsin Ave Milwaukee WI 53202 US Unclassified Establishments Nonclassifiable Establishments From 5,000 to 9,999 Over $1,000,000,000 (414) 271-1444 a year ago
U.S. Bank usbank.com 800 Nicollet Mall Minneapolis MN 55402-7000 US Finance Banking Above 10,000 Over $1,000,000,000 (651) 466-3000 2 years ago

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