Wiseradvisor

Finance · Virginia, United States · 11-50 Employees

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Overview

Headquarters

12150 Monument Dr Ste 700, Fairfax, Virg...

Phone Number

(703) 651-2060

Revenue

$18.3 Million

Industry

Finance Business Services Securities Trading Advertising Networks

About Wiseradvisor

WiserAdvisor is an independent matching service that connects individuals with top financial advisors tailored to their specific needs, while also helping advisors find their ideal clients. The platform offers a variety of financial services, including retirement planning, investment management, and personalized financial advice. It caters to a diverse clientele, including professionals, athletes, and individuals seeking comprehensive financial solutions. WiserAdvisor ensures a secure and confidential experience, with no obligation for clients to hire matched advisors.Explore more
Wiseradvisor's Social MediaSIC Code 62,621NAICS Code 52,523Show more

Wiseradvisor Org Chart

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Chief Executive Officer

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Vice President, Sales

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Junior Manager, Account Success

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wiseradvisor

$18.3M
11-50
Private
-
1998
$5.8M
11-50
Private
-
2000
MP
Michael PetrarcaChief Operating Officer
$5.6M
11-50
Private
-
2000
<$5M
11-50
Private
<$5M
1999
LM
Lucy MerinoManager, Maxpro Implementation
Illustration of an envelope

Wiseradvisor Tech Stack

A closer look at the technologies used by Wiseradvisor

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Frequently Asked Questions Regarding Wiseradvisor

What is Wiseradvisor's official website?
Wiseradvisor's official website is www.wiseradvisor.com
What is Wiseradvisor's Revenue?
Wiseradvisor's revenue is $18.3 Million
What is Wiseradvisor's SIC code?
Wiseradvisor's SIC: 62,621
What is Wiseradvisor's NAICS code?
Wiseradvisor's NAICS: 52,523
How many employees does Wiseradvisor have?
Wiseradvisor has 11-50 employees
What industry does Wiseradvisor belong to?
Wiseradvisor is in the industry of: Finance, Business Services, Securities Trading
What is Wiseradvisor competition?
Wiseradvisor top competitors include: Respond, EmergingMed, AdvisorWorld
What companies has Wiseradvisor acquired?
Wiseradvisor has acquired the companies: Indyfin
What technology does Wiseradvisor use?
Some of the popular technologies that Wiseradvisor uses are: WordPress.org, PHP, Eploy, Engage ATS
How do I contact Wiseradvisor?
Wiseradvisor contact info: Phone number: (703) 651-2060 Website: www.wiseradvisor.com
What does Wiseradvisor do?

WiserAdvisor is an independent matching service that connects individuals with top financial advisors tailored to their specific needs, while also helping advisors find their ideal clients. The platform offers a variety of financial services, including retirement planning, investment management, and personalized financial advice. It caters to a div... erse clientele, including professionals, athletes, and individuals seeking comprehensive financial solutions. WiserAdvisor ensures a secure and confidential experience, with no obligation for clients to hire matched advisors.Read More

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

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