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Toronto, Ontario, Canada
Provider of a content marketing platform intended to help the sales and real estate agencies to curate news from the media outlets. The company's platform uses SaaS to close the gap between market and clients, enabling financial advisors and real estate professionals to get access to various articles and videos and plan accordingly.
Last updated
In 2021, AdvisorStream's revenue reached $702.8K. Since its launch in 2012, AdvisorStream has shown consistent revenue growth.
AdvisorStream reached a $2.1M valuation in 2025, set during its M&A Offer round.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|---|---|---|---|---|
| 2025 | M&A Offer | - | $2.1M | - |
CEO
KEVIN MULHERN – DIGITAL STRATEGIST HELPING FINANCIAL SERVICES FIRMS AND ADVISORS AUTOMATE CONTENT MARKETING TO ENHANCE CLIENT ENGAGEMENT, INCREASE RETENTION AND GROW NEW BUSINESS As an entrepreneur who brings a deep background in the financial service industry, his passion has always focused on developing solutions for firms and advisors that create efficiencies, streamline workflow, drive new business, and deliver measurable ROI. During his career, he has worked for both large and boutique wealth management firms while developing a rich background in new media, big data, and web-based services. After witnessing a growing need for marketing automation, he brought together a team of like-minded technology and experienced industry experts in 2013 to launch the award-winning AdvisorStream digital marketing platform. Today AdvisorStream successfully automates millions of personalized communications each week for Advisors across the US, Canada, and the UK. Their success is proudly evidenced by their 5 STAR rating on Google reviews.
| Question | Answer |
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| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
| Favorite CEO? | - |
| Advice for 20 year old self | - |
We do not have customer count information for AdvisorStream yet.
AdvisorStream employs approximately 20 people as of 2026, including 6 sales reps that carry a quota.
AdvisorStream generates $702.8K in revenue.
AdvisorStream was founded by Kevin Mulhern.
The CEO of AdvisorStream is Kevin Mulhern.
AdvisorStream raised $0.
AdvisorStream has 20 employees.
AdvisorStream is headquartered in Toronto, Ontario, Canada.
AdvisorStream operates across multiple industries. Browse revenue, funding, and growth data for AdvisorStream 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
$2.1M
2021 Revenue
$702.8K
Funding
$0
Team
20
Founded
2012
| Year | Milestone | Source |
|---|---|---|
| 2021 | AdvisorStream Hit $702.8k revenue in April 2021 | |
| 2012 | Launched with $0 revenue |
| Year | Milestone | Source |
|---|---|---|
| 2021 | Reached 20 employees (April 2021) |
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