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Advicent Solutions Overview

Internet Software And ServicesCompany

Was Advicent Solutions formerly PE-backed?

Yes. Advicent Solutions was formerly owned by 2 private investors.

Where is Advicent Solutions headquartered?

Advicent Solutions is headquartered in Milwaukee, Wisconsin.

What sector is Advicent Solutions in?

Advicent Solutions is an internet software and services company.

When was Advicent Solutions founded?

Advicent Solutions was founded in 1995.

Advicent Solutions

10700 West Research Drive, Suite One,
Milwaukee, Wisconsin 53226
United States,
(855) 885-7526
www.advicentsolutions.com

Advicent Solutions is a provider of SaaS-based technology solutions for the financial advice and planning industry. Advicent Solutions’ products include web-enabled marketing communications, needs assessment, and financial planning tools, and are used by more than 250,000 financial professionals across more than 2,700 customers. Small and medium-sized businesses and some of the world’s largest financial institutions trust Advicent’s products to help grow their business. Advicent Solutions was founded in 1995 and is based in Milwaukee, Wisconsin.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.0/yr) # 8 - - - - - 8
Sell (0.0/yr) # - - - - - - 0
  8

Company Summary

SECTOR

Internet Software and Services

Established

1995

Subsidiary of

InvestCloud


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