Myriad Advisor Solutions
Business Services · Iowa, United States · 11-50 Employees
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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
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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
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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
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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.
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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
