Advisent

Advisent is a technology company that provides a platform for financial advisors to manage their client relationships and business operations more efficiently. The company was founded in 2015 and is headquartered in New York City. Advisent's platform offers a range of features, including client relationship management, portfolio management, compliance tracking, and performance reporting. The platform is designed to help financial advisors streamline their workflows, improve client satisfaction, and enhance their overall business performance. Advisent's target market includes independent financial advisors, registered investment advisors, and wealth management firms. The company has raised over $100 million in funding from investors such as Sequoia Capital, Andreessen Horowitz, and SoftBank Vision Fund. Advisent's platform is available as a software-as-a-service (SaaS) solution, allowing advisors to access it from anywhere with an internet connection. The company has a team of experienced professionals in the financial services industry, including former executives from firms such as Morgan Stanley and UBS. Advisent's platform is used by thousands of financial advisors worldwide, helping them to better serve their clients and grow their businesses.