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WiserAdvisor Logo
WiserAdvisor CB Rank
400323
Heat Score
45
WiserAdvisor is a financial services company located in Fairfax.
Founded
obfuscation
Private Fairfax, Virginia, United States11-50 www.wiseradvisor.com/
Finance
Financial Services
Health Insurance
Overview

WiserAdvisor
Heat Score
45

Growth Score
pts
in past quarter
Heat Score 45
1 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 >
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About WiserAdvisor

CB Rank
400323
WiserAdvisor is a financial services company located in Fairfax.
Founded
obfuscation
Private Fairfax, Virginia, United States11-50 www.wiseradvisor.com/
Finance
Financial Services
Health Insurance

Details

Operating Status Active
Company Type For Profit
About the Company
WiserAdvisor is investor referral generation platform for financial advisors and advisory firms
Phone Number 703) 651-2060
Predictions & Insights

Products & Services

Advisor Match Service
A service that matches consumers with pre-screened, FINRA/SEC registered financial advisors based on their specific financial needs and preferences.
Financial Calculators
Online tools that help users assess their financial situation, including retirement readiness and investment returns.

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

Investments

Number of Acquisitions 1

Investment Breakdown

Number of Acquisitions 1
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 11
News

News and Press

News•May 13, 2024
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Aug 2, 2023
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

56,290
3.47%
 in past month

IT Spend

$1.2MThis year, WiserAdvisor is projected to spend $1.2M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Steam Logo
Steam
88
Windows Operating System Logo
Windows Operating System
85
Cryptocurrency Recruitment Logo
Cryptocurrency Recruitment
82

Active Website Tech Count

54WiserAdvisor is actively using 54 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  Viewport Meta.
Sub-Organizations
Frequently Asked Questions

Where is WiserAdvisor's headquarters? WiserAdvisor is located in Fairfax, Virginia, United States.Who are WiserAdvisor's competitors? Alternatives and possible competitors to WiserAdvisor may include SmartAsset, Facet, and  Harness Wealth.
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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