Advisor Credit Exchange is a technology-empowered network for providing loans to clients instead of product-driven approaches.
Business Model:
Revenue: $0
Employees: 11-50
Address: 1000 Chesterbrook Blvd
City: Berwyn
State: IL
Zip: 19312
Country: US
Advisor Credit Exchange is an advice-oriented program for providing loans to clients instead of product-driven approaches. The company brings together lenders and wealth managers empowering investment firms and advisors to deliver financing solutions to help build and maintain their clients’ net worth and meet their financial goals.
Contact Phone:
+18442592223
Contact Email:
Announced Date | Company | Transaction | Money Raised |
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Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 7/2022 | Venture Round | $23.7M | 11/2019 | Seed Round | $3M | 1/2022 | Debt Financing | $3.6M | 7/2021 | Seed Round | $1M |
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