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
28
+5.26%
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
Advisor Group advisorgroup.com 2800 N Central Ave Ste 2100 Phoenix AZ 85004 US Finance Brokerage From 200 to 499 From $10,000,000 to $49,999,999 (800) 552-3319 2 months ago
LVM Capital Management lvmcapital.com 7840 MOORSBRIDGE RD Portage MI 49024 US Finance Venture Capital & Private Equity From 10 to 49 From $1,000,000 to $9,999,999 (269) 321-8120 7 months ago
Michigan Financial Companies michiganfinancial.com 28411 Northwestern Hwy. Suite 1300 Southfield MI 48034 US Insurance Insurance From 50 to 199 From $10,000,000 to $49,999,999 (248) 663-4700 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 a year ago
Thrivent Financial thrivent.com 625 Fourth Ave. S. Minneapolis MN 55415 US Unclassified Establishments Nonclassifiable Establishments From 1,000 to 4,999 Over $1,000,000,000 (612) 844-7000 a year ago
HC Financial Advisors Inc. hcfinancial.com 3685 Mt. Diablo Blvd Suite 200 Lafayette CA 94549 US Finance Brokerage Less than 10 From $1,000,000 to $9,999,999 (925) 299-1800 a year ago

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