Advisor.com

Founded in 2022 and based in South Carolina, US, Advisor. com operates as a marketplace that connects investors with fiduciary financial advisors, while also offering direct advisory services through its in-house RIA, Advisor Wealth Management (AWM). Advisor. com specializes in connecting clients with registered investment advisers through an advanced matching tool, offering tailored wealth management solutions that enhance investment decision-making for users.

The company has conducted 1 deal, with its most recent deal occurring on May 16, 2025, when it raised USD3. 75 mn in a Seed funding round led by Walkabout Ventures. This round represented the total amount raised by the company. The founder's detailed history is not available, nor are any mentions of previous companies founded by them.

Advisor. com primarily operates as a Registered Investment Adviser, offering a dual-faceted service model connecting clients with third-party registered investment advisers (RIAs) and providing in-house wealth management solutions through Advisor Wealth Management (AWM). The services include a matching tool that pairs site visitors with participating unaffiliated RIAs, enhancing the advisory selection process. This addresses the need for personalized investment guidance, serving individual investors seeking tailored financial strategies, alongside direct investment advice and portfolio management.

Revenue for Advisor. com stems from fees associated with its wealth management services and connections to third-party RIAs. Clients engage through a subscription-based model or direct service fees tied to assets under management. The company's revenue model emphasizes a direct-to-consumer approach, ensuring alignment with the financial goals of its clientele.

In May 2025, Advisor. com raised USD 3. 75 mn in Seed funding, which will be utilized to accelerate customer base growth, improve AI-enhanced advisor matching capabilities, and expand its network of fiduciary financial advisors. The company aims to strengthen both the scope and quality of its offerings in targeted urban and suburban markets.