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AdvisorFinder, LLC
AdvisorFinder, LLC operates an online matching platform that connects individuals, couples, and business owners with vetted financial advisors. The platform allows users to filter professionals by location, specialties, and fee structures to find customized financial planning and investment management services.
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AdvisorFinder, LLC at a glance
AdvisorFinder, LLC is a financial services company headquartered in United States. It has raised at least $5.3M across the 2 funding rounds on record. Its most recent funding round raised $3.3M in December 2024. Xcout tracks 7 named people at AdvisorFinder, LLC, including Jason Friedman (President and CEO).
AdvisorFinder, LLC leadership
- Jason FriedmanPresident and CEO
- Jason FriedmanCEO & Founder
- Drew KeeverCOO & Co-founder
- Zack SnyderVP of Product & Enterprise Solutions
- Andrew KeeverExecutive Officer
- Jason FriedmanExecutive Officer
1 more named person on record for AdvisorFinder, LLC, with roles, board committees and tenure — see the full roster →
AdvisorFinder, LLC funding rounds
At least $5.3M raised across the 2 rounds on record. Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $3.3M | — | |
| SEC Form D filing | $2M | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
AdvisorFinder, LLC competitors
A few of AdvisorFinder, LLC's closest competitors — see the full list of competitors and alternatives →
Hightower Advisors operates as a wealth management platform and registered investment advisor that partners with independent financial advisory practices. The company provides growth-oriented advisors with operational scale, resources, and investment solutions to help them serve their clients. Additionally, it connects individual investors with fiduciary financial advisors.
WealthCloud, LLC provides an online wealth management platform and virtual family office service that combines AI automation with access to licensed professionals such as CPAs, wealth managers, and estate attorneys. The company serves individuals, families, and business owners, offering a centralized digital workspace to coordinate financial planning, taxes, estate strategies, and asset management.
Onefund, LLC operates an investment platform that enables accredited investors and institutions to access top-tier private equity and venture capital funds at reduced investment minimums. The digital platform provides tools for onboarding, comparing offers, reviewing fund documents, and managing portfolio allocations.
DPL Financial Partners, LLC is a U.S. insurance platform and distribution network that helps fee-only financial advisors access commission-free insurance and annuity products. It serves registered investment advisors and other fiduciary wealth professionals, connecting them with insurance carriers and providing related product and support services.
Kestra Financial Holdings GP LLC operates as an independent broker-dealer and registered investment advisor (RIA) platform. It provides practice enrichment, service, and technology solutions to support financial professionals and wealth management practices.
Victory Financial Group operates an advisor-owned Registered Investment Advisor (RIA) platform that supports independent financial advisors with practice management, compliance, technology, and wealth management infrastructure. The company serves independent financial advisors by helping them build practices, as well as individual clients seeking financial planning, investment management, and insurance solutions.
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More on AdvisorFinder, LLC in Xcout Intel
- 7 named people with titles, LinkedIn and board committees
- 2 funding rounds with the investors in each, and who they co-invest with
- The full competitor set, tracking, exports and API access