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.

TOTAL COMPANIES USING Advicent
21
+30.77%
12 MONTHS CHANGE
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Companies Currently Using Advicent

Download CSV Sample (25 companies)
Company NameWebsiteHQ AddressCityStateZipCountryTop Level IndustrySub Level IndustryEmployeesRevenue (USD)PhoneLast Verified
U.S. Bank usbank.com 800 Nicollet Mall Minneapolis MN 55402 US Finance Banking Above 10,000 Over $1,000,000,000 - 2 months ago
Thrivent Financial thrivent.com 625 Fourth Ave S Minneapolis MN 55415 US Insurance Insurance From 1,000 to 4,999 Over $1,000,000,000 - 3 months ago
Olmsted Financial Group olmstedfinancialgroup.com 3428 Lakeridge Place NW Ste. 120 Rochester MN 55901 US Finance Venture Capital & Private Equity From 10 to 49 From $1,000,000 to $9,999,999 (507) 281-1262 4 months ago
Ameritas Life Insurance Corp. ameritas.com 5900 O Street Lincoln NE 68501 US Insurance Insurance From 1,000 to 4,999 Over $1,000,000,000 (402) 467-1122 4 months ago
LPL Financial lplfinancial.lpl.com 75 Stte St Boston MA - US Finance Brokerage From 1,000 to 4,999 Over $1,000,000,000 - 4 months ago
Paradigm Equity Strategies LLC paradigmequity.com 1611 - A Akron Peninsula Road, Suite A Akron OH 44313 US Insurance Insurance Less than 10 Less than $1,000,000 - 5 months ago

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