Advicent Solutions
Milwaukee, Wisconsin, United States
2021 Revenue
$348.2K
Funding
$0
Team
13
Founded
1969
Advicent Solutions Revenue (2021)
Advicent Solutions generated $348.2K in revenue in 2021.
Developer of financial planning software technologies for financial advisors and enterprises in North America. The company offers financial assessment tool with intermediate and advanced cash flow-based planning options for advisors who deal with the high and ultra-high net worth markets.
Last updated
Advicent Solutions Revenue
In 2021, Advicent Solutions's revenue reached $348.2K.
| Year | Milestone | Source |
|---|---|---|
| 2021 | Advicent Solutions Hit $348.2k revenue in April 2021 | Not recorded |
| 1969 | Launched with $0 revenue |
Advicent Solutions Valuation, Funding Rounds
Explore the complete funding history and valuation milestones for this company. Below you will find information about each funding round and key financial metrics that shaped the company's growth trajectory.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|
Founder / CEO
Customers
We do not have customer count information for Advicent Solutions yet.
Advicent Solutions Employees & Team Size
Advicent Solutions employs approximately 13 people as of 2026.
| Year | Milestone | Source |
|---|---|---|
| 2021 | Reached 13 employees (April 2021) | Not recorded |
Frequently Asked Questions about Advicent Solutions
Is Advicent Solutions still an independent company?
No. Advicent Solutions was acquired by InvestCloud.
What is Advicent Solutions's revenue?
As of 2021, Advicent Solutions generated $348.2K in revenue.
Who founded Advicent Solutions?
Advicent Solutions was founded by Angela Pecoraro.
How many employees does Advicent Solutions have?
As of 2021, Advicent Solutions had 13 employees.
Where is Advicent Solutions headquartered?
Advicent Solutions is headquartered in Milwaukee, Wisconsin, United States.
Data and Sources
All figures on this page are taken directly from interviews or are estimates from public sources and proprietary models. Not financial advice. Read full disclaimer.
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