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
22
+38.46%
12 MONTHS CHANGE
Create a Target Segment

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 - US Finance Banking Above 10,000 Over $1,000,000,000 (651) 466-3000 5 months ago
Thrivent Financial thrivent.com 625 Fourth Ave. S. Minneapolis MN - US Unclassified Establishments Nonclassifiable Establishments From 1,000 to 4,999 Over $1,000,000,000 (612) 844-7000 5 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 8 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 8 months ago
LPL Financial lplfinancial.lpl.com 75 State Street 24Th Floor Boston MA 02109 US Business Services Management & Business Consulting Less than 10 Over $1,000,000,000 (617) 897-4574 8 months ago
Paradigm Equity Strategies LLC paradigmequity.com 1611 - A Akron Peninsula Road, Suite A Akron OH 44313 US Media & Internet Television Stations From 10 to 49 Less than $1,000,000 - 9 months 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 22 companies

How do you want to activate this data?

HG CampaignsFor MarketersBuild campaigns quickly and easly in your Salesforce or Marketo platform.
  • Match your accounts against our technographics
  • Identify whitespace to expand your market
HG AudienceFor DigitalModernize your digital advertising strategy using technographics.
  • Hyper-target precise markets and decision makers
  • Build custom segments for better ROI
HG UniverseFor Business IntelligenceFuel your business strategy with the premium technographics.
  • Uncover new insights from the most complete technology usage data available
  • Milions of companies at your fingertips
HG Data for SalesforceFor Sales and MarketingEnrich your accounts in Salesforce.com with premium technographic insights
  • Data resides directly in your Salesforce CRM
  • Profile, score, and segment accounts by technology usage