Advisor Flow

Financial Software · Canada · 1-10 Employees

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Overview

Headquarters

Canada

Revenue

<$5 Million

Industry

Financial Software Software Customer Engagement Platforms
ZI Rank: 1
Signal Type
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ZI Rank
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About Advisor Flow

AdvisorFlow offers a client onboarding tool specifically designed for financial advisors. The platform aims to enhance client interactions by providing a centralized location for all necessary resources and information. Its services are tailored to meet the needs of financial advisors looking to streamline their onboarding processes. The intended clients are financial advisors seeking to improve their client engagement and operational efficiency.Explore more
Advisor Flow's Social MediaPopular SearchesAdvisor FlowAdvisorFlowSIC Code 73,737NAICS Code 51,513Show more

Advisor Flow Org Chart

PhoneEmail
BH
Canada flag for contact location.

Director, Sales & Business Development

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Advisor Flow

<$5M
1-10
Private
-
2020
BH
Brad HartfieldDirector, Sales & Business Development
$5.3M
11-50
Private
-
-
TB
Taylor BurnsInvestment Advisor
<$5M
11-50
Private
-
-
CA
Collin AndriesWealth Advisor
<$5M
1-10
Private
-
-
CT
Cherryl TwissLicensed Administrative Assistant
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2009
RK
Rajeev KudsiaSenior Financial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Advisor Flow Tech Stack

A closer look at the technologies used by Advisor Flow

Top Financial Software Companies

Frequently Asked Questions Regarding Advisor Flow

What is Advisor Flow's official website?
Advisor Flow's official website is www.advisorflow.ca
What is Advisor Flow's Revenue?
Advisor Flow's revenue is <$5 Million
What is Advisor Flow's SIC code?
Advisor Flow's SIC: 73,737
What is Advisor Flow's NAICS code?
Advisor Flow's NAICS: 51,513
How many employees does Advisor Flow have?
Advisor Flow has 1-10 employees
What industry does Advisor Flow belong to?
Advisor Flow is in the industry of: Financial Software, Software, Customer Engagement Platforms
What is Advisor Flow competition?
Advisor Flow top competitors include: Bowie Financial, Accessible Wealth Strategies, Kudsia Leith Sanchez, Balanced Financial Wealth Management
What technology does Advisor Flow use?
Some of the popular technologies that Advisor Flow uses are: HubSpot, Node.js, Microsoft 365, Google Tag Manager
What does Advisor Flow do?

AdvisorFlow offers a client onboarding tool specifically designed for financial advisors. The platform aims to enhance client interactions by providing a centralized location for all necessary resources and information. Its services are tailored to meet the needs of financial advisors looking to streamline their onboarding processes. The intended c... lients are financial advisors seeking to improve their client engagement and operational efficiency.Read More

What are Advisor Flow social media links?
Advisor Flow Linkedin page
Is Advisor Flow a public company?
Advisor Flow is private company therefore does not currently have an official ticker symbol
See more information about Advisor Flow

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