Advisor2X

Education · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

210 Avondale Ave 3, Wilmington, North Ca...

Phone Number

(877) 401-5489

Revenue

<$5 Million

Industry

Education Training
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
3
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1
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About Advisor2X

Advisor2X is a professional development platform for financial advisors, specializing in hosting high-profile conferences tailored to financial advisors and professionals. We are a nimble, engaging, and fun team. Our goal is to foster and develop a Human-First Financial Guidance ethos in the industry via collaboration, creativity, and connection. OUR PROMISE TO YOU The events you spend time and money attending should have a direct impact on the growth of your practice. Thats why every Advisor2X event is meticulously planned with dedication to helping you make strategic decisions to grow your practice. OUR COMMITMENT TO THE INDUSTRY Our firm is dedicated to increasing diversity in our industry. While we support initiatives and partnerships to elevate women and minorities in our industry, we believe the best way to accomplish inclusion and equality is to be mindful as we work. Our team members, event committees, and speakers reflect our goal for a diverse and impactful industry. OUR COMMRead more
Advisor2X's Social MediaPopular SearchesAdvisor2x LLCAdvisor2xRekon Advisor2XAdvisor 2x LLCThe Advisor2X TeamSIC Code 82,829NAICS Code 61,611Show more

Advisor2X Org Chart

PhoneEmail
ER
United States flag for contact location.

Event Specialist

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Advisor2X

<$5M
11-50
Private
-
2010
ER
Emma RileyEvent Specialist
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
$6.9M
11-50
Private
-
-
WM
Wanda MercadoClient Service Manager
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
1-10
Private
-
2016
SB
Stephanie BlakesFounder & President
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
Illustration of an envelope

Company Profile Activity

i

Among all Education companies

Low Activity

High Activity

Activity Insights

Advisor2X is experiencing very low activity levels compared to other companies in the Education sector.

What does this means?

Advisor2X is drawing exceptional interest within the Education industry, suggesting notable developments or strong market momentum, learn more about Advisor2X.

Advisor2X Tech Stack

A closer look at the technologies used by Advisor2X

Advisor2X News & Media

  • Advisor2X Welcomes Andrew Wexler as Director of Business Development

    WILMINGTON, N.C.--(BUSINESS WIRE)--Advisor2X (A2X), delivering online shows and live events designed to help financial advisors grow their practices, announced today the appointment of Andrew Wexler as its new Director of Business Development. With a career spanning 25 years, Andrew brings a wealth of industry experience to his role, joining the team from Matrix Financial/Broadridge Fi360, where he led the marketing division. In his new role, Andrew will spearhead the company’s business develop
  • Advisor2x Launches Second-Annual SHIFT Conference Focused on the Impact of Human First Financial Guidance

    WILMINGTON, N.C.--(BUSINESS WIRE)--Advisor2x, delivering online shows and live events designed to help financial advisors grow their practices, announced today that registration is officially open for the second-annual SHIFT Conference, built for advisors who recognize the future of financial guidance is human-first. Scheduled for March 24-25, 2024 at the Walt Disney World Swan Resort in Lake Buena Vista, FL, SHIFT has quickly become the go-to industry event for financial advisors who work with
  • Advisor2x Unveils Wealth@wor(k) Event Sponsors and Partners

    WILMINGTON, N.C.--(BUSINESS WIRE)--Events and media company Advisor2x announced today that it has 75 sponsors and partners for its Wealth@wor(k) (W@W) conference, which will take place from October 15-17, 2023, in Maryland’s National Harbor. The industry’s most anticipated event for financial advisors specializing in employer-based retirement plans is expecting attendance to top more than 500 participants. Hundreds of advisors at W@W will see support and sponsorship from top firms like American
  • Advisor2x Announces Wealth@wor(k) Conference Speakers, Opens Registration

    WILMINGTON, N.C.--(BUSINESS WIRE)--Advisor2x, delivering online shows and live events designed to help financial advisors grow their practices, announced today that registration is officially open for its Wealth@wor(k) (W@W) conference, being held October 15-17, 2023, in Maryland’s National Harbor. The industry’s premier event for advisors specializing in employer-based retirement plans brings together 300 advisor attendees for over 50 sessions covering a broad range of topics. “W@W provides in
  • Advisor2X Announces Inaugural SHIFT Conference Centered on Human-First Financial Guidance

    WILMINGTON, N.C.--(BUSINESS WIRE)--Advisor2X, delivering online shows and live events designed to help financial advisors grow their practices, announces the inaugural SHIFT Conference built to empower advisors with the tools and strategies necessary to implement human-first financial guidance at their firms. SHIFT, which will be held March 19-20 in San Antonio, Texas, capitalizes on the opportunity financial advisors have to forge deeper connections, strengthen client relationships and ultimat
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Top Education Companies

Frequently Asked Questions Regarding Advisor2X

What is Advisor2X's official website?
Advisor2X's official website is www.advisor2x.com
What is Advisor2X's Revenue?
Advisor2X's revenue is <$5 Million
What is Advisor2X's SIC code?
Advisor2X's SIC: 82,829
What is Advisor2X's NAICS code?
Advisor2X's NAICS: 61,611
How many employees does Advisor2X have?
Advisor2X has 11-50 employees
What industry does Advisor2X belong to?
Advisor2X is in the industry of: Education, Training
What is Advisor2X competition?
Advisor2X top competitors include: Alliance Wealth Advisors, Schneider Wealth Strategies, Holliger Financial Consultants, Ratcliff Financial Services
What technology does Advisor2X use?
Some of the popular technologies that Advisor2X uses are: WooCommerce, WordPress.org, PHP, Sentry
How do I contact Advisor2X?
Advisor2X contact info: Phone number: (877) 401-5489 Website: www.advisor2x.com
What does Advisor2X do?

Advisor2X is a professional development platform for financial advisors, specializing in hosting high-profile conferences tailored to financial advisors and professionals. We are a nimble, engaging, and fun team. Our goal is to foster and develop a Human-First Financial Guidance ethos in the industry via collaboration, creativity, and connection. O... UR PROMISE TO YOU The events you spend time and money attending should have a direct impact on the growth of your practice. Thats why every Advisor2X event is meticulously planned with dedication to helping you make strategic decisions to grow your practice. OUR COMMITMENT TO THE INDUSTRY Our firm is dedicated to increasing diversity in our industry. While we support initiatives and partnerships to elevate women and minorities in our industry, we believe the best way to accomplish inclusion and equality is to be mindful as we work. Our team members, event committees, and speakers reflect our goal for a diverse and impactful industry. OUR COMMITMENT TO OUR FIRM Word is out. Our workplace culture is legendary. From the top down, our culture is our number one priority. We believe it is the reason for our firms outstanding growth and excellent reputation. We hire people who love to learn and grow, believe in the power of mind/body wellness, and encourage our employees to make an impact in the world. No matter how large our firm grows, we will stay true to these values.Read More

What are Advisor2X social media links?
Advisor2X Linkedin page Advisor2X Facebook page
Is Advisor2X a public company?
Advisor2X is private company therefore does not currently have an official ticker symbol
See more information about Advisor2X

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