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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
47
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Companies Currently Using Advicent

Download CSV Sample (25 companies)
Company NameWebsiteHQ AddressCityStateZipCountryTop Level IndustrySub Level IndustryEmployeesRevenue (USD)PhoneLast Verified
Trango Technology trangotechnology.com 25850 Tennyson Ln Stevenson Ranch CA 91381-1008 US Technical Software Manufacturers Less than 10 From $1,000,000 to $9,999,999 (949) 428-2656 a year ago
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 - 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) 684-9222 a year ago
Prudential prudential.com 751 Broad St Newark NJ 07102-3754 US Finance General Financial Services & Insights Above 10,000 Over $1,000,000,000 (973) 802-6000 a year ago
LPL Financial lpl.com 4707 Executive Dr San Diego CA 92121-3091 US Finance Brokerage From 5,000 to 9,999 Over $1,000,000,000 (800) 877-7210 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 - 2 years ago

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