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Financial Advisory Compensation Software
Last updated
In 2024, AdvisorBOB's revenue reached $22.7K. The company previously reported $18.7K in 2023. Since its launch in 2017, AdvisorBOB has shown consistent revenue growth.
AdvisorBOB reached a $68K valuation in 2025, set during its M&A Offer round.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|---|---|---|---|---|
| 2025 | M&A Offer | - | $68K | - |
| Question | Answer |
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| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
| Favorite CEO? | - |
| Advice for 20 year old self | - |
AdvisorBOB serves 643 customers.
AdvisorBOB employs approximately 4 people as of 2026, up from 2 in 2023. It serves 643 customers that rely on its solutions.
AdvisorBOB generates an estimated $22.7K in annual revenue.
AdvisorBOB was founded by Colton Pence.
The CEO of AdvisorBOB is Colton Pence.
AdvisorBOB raised $0.
AdvisorBOB has 4 employees.
AdvisorBOB is headquartered in Berwyn, Pennsylvania, United States.
AdvisorBOB operates across multiple industries. Browse revenue, funding, and growth data for AdvisorBOB in each sector below.
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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Valuation
$68K
2024 Revenue
$22.7K(Est.)
Customers
643
Funding
$0
Avg ACV
$35
Team
4
Founded
2017
| Year | Milestone | Source |
|---|---|---|
| 2024 | AdvisorBOB Hit $22.7k revenue in October 2024 | Estimated |
| 2023 | AdvisorBOB Hit $18.7k revenue in December 2023 | Estimated |
| 2020 | AdvisorBOB Hit $36k revenue in January 2020 | |
| 2017 | Launched with $0 revenue |
| Year | Milestone | Source |
|---|---|---|
| 2024 | Reached 4 employees (October 2024) | |
| 2023 | Reached 2 employees (December 2023) | |
| 2022 | Reached 4 employees (December 2022) | |
| 2021 | Reached 2 employees (December 2021) | |
| 2020 | Reached 5 employees (January 2020) |
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