Myriad Advisor Solutions
Business Services · Iowa, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
2520 SE Encompass Dr Ste 200, Waukee, Io...Phone Number
(515) 850-1212Website
www.myriadas.comRevenue
$6 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
1
1
2
1
1
About Myriad Advisor Solutions
Myriad Advisor Solutions specializes in empowering wealth advisors and financial professionals in the independent and Registered Investment Advisor (RIA) sectors. They provide comprehensive support services including financing, accounting, human resources, and marketing to help advisors transition to independence and streamline their operations. The company aims to optimize advisory practices by handling back-office operations and compliance, allowing clients to focus on building relationships and growing their businesses. Myriad Advisor Solutions positions itself as a strategic partner, leveraging expertise to enhance business performance and client value.Explore more
Myriad Advisor Solutions Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Myriad Advisor Solutions your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Myriad Advisor Solutions, which may be a good buyer, showed buying intent in Masked Content Topic
Congratulate Masked Content for being promoted to Masked Content at Myriad Advisor Solutions
Click to see if Myriad Advisor Solutions had a recent Job posting/layoffs
Earning: See what the market has to say on Myriad Advisor Solutions recently announced quarterly report
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Check out if Myriad Advisor Solutions is spiking on competitors!
Website visits: Recent activity has been detected on your website
Product Launch: Get notified when Myriad Advisor Solutions launches new products
Check if Myriad Advisor Solutions has recently received funding, and reach out quickly before it becomes old news!
Funding: Get notified immidiatlly once Myriad Advisor Solutions has new funding data
Recommended Actions
Find VP level buyers at Myriad Advisor Solutions
Find more new buyers
Compare Similar Companies to Myriad Advisor Solutions
Compare insights from companies similar to Myriad Advisor Solutions, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Myriad Advisor Solutions is experiencing very low activity levels compared to other companies in the Business Services sector.
What does this means?
Myriad Advisor Solutions is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Myriad Advisor Solutions.
Myriad Advisor Solutions financials insights
Gather financial insights about Myriad Advisor Solutions, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
2021
Debt
$535K
Myriad Advisor Solutions Tech Stack
A closer look at the technologies used by Myriad Advisor Solutions
See more technologies
Most Recent Scoops
Event
Product Launch
Events, Product Launch
Promotion
Executive Move
Lateral Move
Executive Move
Myriad Advisor Solutions has announced that Leigh White has stepped down from the role of Chief Executive Officer & President. White will remain with the organization as Chief Technology Officer.
Funding
Myriad Advisor Solutions has received an SBA PPP loan in the amount of $535,577 from U.S. Bank resulting in the retention of 34 jobs.
Funding
Myriad Advisor Solutions News & Media
Myriad Advisor Solutions Celebrates 15 Years
Journey of growth and success supports the dreams of countless entrepreneurial financial advisors Myriad Advisor Solutions (Myriad), a long-established, full-service... Read More The post Myriad Advisor Solutions Celebrates 15 Years appeared first on citybiz.Myriad Advisor Solutions Unveils Two Powerhouse Initiatives at the 2024 T3 Technology Conference
WAUKEE, Iowa--(BUSINESS WIRE)-- #T32024--Myriad Advisor Solutions Unveils Two Powerhouse Initiatives at the 2024 T3 Technology ConferenceMyriad Advisor Solutions Unveils Two Powerhouse Initiatives at the 2024 T3 Technology Conference
WAUKEE, Iowa--(BUSINESS WIRE)-- #T32024--Myriad Advisor Solutions (Myriad), a long-established, full-service business advisory firm, is celebrating the company’s 15th anniversary by launching two new powerhouse initiatives designed to streamline and protect their clients’ business operations far into the future. Both of these programs will make their debut at the 2024 Technology Tools for Today conference (T3) for financial professionals happening January 22-25, 2024 at the Cosmopolitan Hotel &Myriad Advisor Solutions Unveils Two Powerhouse Initiatives at the 2024 T3 Technology Conference
Myriad Advisor Solutions, a long-established, full-service business advisory firm, is celebrating the company’s 15th anniversary by launching two new powerhouse... Read More The post Myriad Advisor Solutions Unveils Two Powerhouse Initiatives at the 2024 T3 Technology Conference appeared first on citybiz.
Read more news
Top Business Services Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Frequently Asked Questions Regarding Myriad Advisor Solutions
Sign Up For FreeTo access detailed company insights
Myriad Advisor Solutions specializes in empowering wealth advisors and financial professionals in the independent and Registered Investment Advisor (RIA) sectors. They provide comprehensive support services including financing, accounting, human resources, and marketing to help advisors transition to independence and streamline their operations. Th... Read More
