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Advisor 123 Logo
Advisor 123 CB Rank
537300
Heat Score
58
Advisor 123 offers a cost-effective, rules-based investment management service for financial advisors.
Founded
obfuscation
Private Caledonia, Michigan, United States1-10 advisor123.com
Advice
Finance
Impact Investing
Overview

Advisor 123
Heat Score
58

Growth Score
pts
in past quarter
Heat Score 58
6 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Advisor 123

CB Rank
537300
Advisor 123 offers a cost-effective, rules-based investment management service for financial advisors.
Founded
obfuscation
Private Caledonia, Michigan, United States1-10 advisor123.com
Advice
Finance
Impact Investing

Key People

Details

Legal Name Advisor 123, LLC.
Operating Status Active
Company Type For Profit
Founders  Benjamin Webster, Derek Prusa
Contact Email support@advisor123.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Portfolio Management
Provides rules-based investment portfolios that advisors can use as-is or customize with the help of Advisor 123's team, available for white labeling.
Communication Content
Delivers market-related content such as videos, newsletters, model rationale, and blog posts to support advisors and their clients.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 2 Contacts 2

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

74
37.04%
 in past month

IT Spend

$365.5KThis year, Advisor 123 is projected to spend $365.5K on IT, according to Aberdeen.

Active Website Tech Count

6Advisor 123 is actively using 6 technologies for its website, according to BuiltWith. These include SSL by Default, DNSSEC, and  LetsEncrypt.
Sub-Organizations
Frequently Asked Questions

Where is Advisor 123's headquarters? Advisor 123 is located in Caledonia, Michigan, United States.Who are Advisor 123's competitors? Alternatives and possible competitors to Advisor 123 may include Altruist, Vestmark, and  NewRetirement.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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