Advisor First

Financial Software · Kansas, United States · 11-50 Employees

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Overview

Headquarters

10820 Shawnee Mission Pkwy Ste 301, Shaw...

Phone Number

(913) 521-4276

Revenue

<$5 Million

Industry

Financial Software Software Software Testing Business Services
ZI Rank: 1
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ZI Rank
1
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About Advisor First

Advisor First LLC develops and provides solutions and services aimed at supporting financial professionals in achieving their clients' goals. With over 20 years of combined experience in financial services, insurance, and software technology, the company focuses on delivering tools that enhance business growth and client support. Their mission is to create an operating system that enables financial professionals to operate efficiently and confidently. The company is dedicated to helping the financial services industry connect with individuals for better living and retirement outcomes.Explore more
Popular SearchesAdvisor First LLCSIC Code 73,737NAICS Code 54,541Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Advisor First

<$5M
11-50
Private
-
-
N/A
$6M
11-50
Private
<$5M
1995
Manuel Rosado, President at Spectrum Investment Advisors
Manuel RosadoPresident
<$5M
1-10
Private
-
1998
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
-
DT
David TheisNapfa-Registered Financial Advisor
<$5M
1-10
Private
-
2016
N/A
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Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

Advisor First is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

Advisor First is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Advisor First.

Advisor First Tech Stack

A closer look at the technologies used by Advisor First

Top Financial Software Companies

Frequently Asked Questions Regarding Advisor First

What is Advisor First's official website?
Advisor First's official website is www.advisorfirst.com
What is Advisor First's Revenue?
Advisor First's revenue is <$5 Million
What is Advisor First's SIC code?
Advisor First's SIC: 73,737
What is Advisor First's NAICS code?
Advisor First's NAICS: 54,541
How many employees does Advisor First have?
Advisor First has 11-50 employees
What industry does Advisor First belong to?
Advisor First is in the industry of: Financial Software, Software, Software Testing
What is Advisor First competition?
Advisor First top competitors include: Forward Financial Technology, Spinelli Financial Advisors, Fee-Only Financial Advisors, Apollo Wealth Advisors
What technology does Advisor First use?
Some of the popular technologies that Advisor First uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Advisor First?
Advisor First contact info: Phone number: (913) 521-4276 Website: www.advisorfirst.com
What does Advisor First do?

Advisor First LLC develops and provides solutions and services aimed at supporting financial professionals in achieving their clients' goals. With over 20 years of combined experience in financial services, insurance, and software technology, the company focuses on delivering tools that enhance business growth and client support. Their mission is t... o create an operating system that enables financial professionals to operate efficiently and confidently. The company is dedicated to helping the financial services industry connect with individuals for better living and retirement outcomes.Read More

Is Advisor First a public company?
Advisor First is private company therefore does not currently have an official ticker symbol
See more information about Advisor First

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