Advisor Atlas - Crunchbase Company Profile & Funding

Overview

Advisor Atlas

Heat Score

Company Performance Metrics

Score

Trend

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Heat Trend - The change in the heat score over the given time period

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About Advisor Atlas

CB Rank

1125611

Advisor Atlas is a database manager for financial services professionals.

Acquired by

SalesPage Technologies

Founded

obfuscation

Private

Kalamazoo, Michigan, United States

www.advisoratlas.com

Database

Financial Services

Information Technology

Details

Sub-Organization of

SalesPage Technologies

Operating Status

Closed

Company Type

For Profit

About the Company

Advisor Atlas is a database manager for financial services professionals. Advisor Atlas serves asset management firms and other financial services firms by enriching the viability and efficacy of applied industry data, ensuring that data is consumable by their existing systems, and helping them maintain the data timeliness and quality required to

make profitable business decisions.

Predictions & Insights

Growth Prediction

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Products & Services

Advisor Atlas Team Data

A dynamic database tracking over 155,000 financial services representatives across 35,000+ teams, including registered and non-registered reps, updated weekly to reflect team changes and complex advisor relationships.

SalesPage Bundled Data Service

A bundled data offering combining Advisor Atlas team data with broker-dealer, RIA, advisor profile, and behavioral intent data from third-party sources for enhanced advisor insights.