Advisys

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

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Overview

Headquarters

8 Corporate Park Ste 300, Irvine, Califo...

Phone Number

(949) 752-4927

Revenue

$5.4 Million

Industry

Financial Software Software
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Advisys

Advisys offers financial planning and insurance software designed to streamline the planning process for financial professionals. Their platform includes 17 planning modules, over 600 educational articles, and 90 financial concept calculators to assist in creating personalized client presentations. The company targets financial advisors and professionals seeking to enhance client interactions and improve sales through effective planning tools. Advisys is committed to delivering actionable insights quickly and efficiently, making financial planning simpler and smarter.Explore more
Advisys's Social MediaPopular SearchesAdvisys IncSIC Code 73,737NAICS Code 51,513Show more

Advisys Org Chart

PhoneEmail
JM
United States flag for contact location.

Manager, Client Services

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PV
United States flag for contact location.

Supervisor, Software Quality Assurance

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EM
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Client Services Representative

PhoneEmail
KL
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Inside Account Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Advisys

$5.4M
11-50
Private
<$5M
1979
JM
Jason MangoldManager, Client Services
$11.1M
11-50
Private
-
1998
AN
André NapoliChief Operating Officer and Fundador
$5.9M
11-50
Private
-
1973
JL
Jon LiraChief Financial Officer
$5.7M
11-50
Private
-
1983
MH
M. HalePresident
$5.5M
11-50
Private
-
2009
N/A
<$5M
11-50
Private
-
1979
VR
Veronica RoasheTax Administrator & Manager
<$5M
1-10
Private
-
-
LG
Lonny GoelzSales Manager
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Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Advisys financials insights

Gather financial insights about Advisys, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

2021

Debt

$244K

See All Advisys's Financials Insights

Advisys Tech Stack

Top Financial Software Companies

Frequently Asked Questions Regarding Advisys

What is Advisys's official website?
Advisys's official website is www.advisys.com
What is Advisys's Revenue?
Advisys's revenue is $5.4 Million
What is Advisys's SIC code?
Advisys's SIC: 73,737
What is Advisys's NAICS code?
Advisys's NAICS: 51,513
How many employees does Advisys have?
Advisys has 11-50 employees
What industry does Advisys belong to?
Advisys is in the industry of: Financial Software, Software
What is Advisys competition?
Advisys top competitors include: The LBL Group, inHEALTH, Norvell Skin Solutions, Decker & Associates
What companies has Advisys acquired?
Advisys has acquired the companies: Advisys
What technology does Advisys use?
Some of the popular technologies that Advisys uses are: Microsoft IIS, Google Universal Analytics, Barracuda Networks, Adobe Typekit
How do I contact Advisys?
Advisys contact info: Phone number: (949) 752-4927 Website: www.advisys.com
What does Advisys do?

Advisys offers financial planning and insurance software designed to streamline the planning process for financial professionals. Their platform includes 17 planning modules, over 600 educational articles, and 90 financial concept calculators to assist in creating personalized client presentations. The company targets financial advisors and profess... ionals seeking to enhance client interactions and improve sales through effective planning tools. Advisys is committed to delivering actionable insights quickly and efficiently, making financial planning simpler and smarter.Read More

What are Advisys social media links?
Advisys Linkedin page Advisys Twitter page Advisys Facebook page
Who invested in Advisys?
Advisys has 2 investors including PPP and PPP.
Is Advisys a public company?
Advisys is private company therefore does not currently have an official ticker symbol
See more information about Advisys

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