AdvisorTech believes intermediaries - from major broker-dealers, banks, and insurance companies to investment advisors.
Business Model:
Revenue: $0
Employees: 1-10
Address:
City: San Francisco
State: California
Zip:
Country: United States
AdvisorTech believes intermediaries - from major broker-dealers, banks, and insurance companies to investment advisors and financial planners - will continue to play an important role in ensuring that individual investors achieve their goals. To compete effectively, intermediaries need access to Internet technology, high-quality products and investment insight - AdvisorTech provides that access. They do this with technology that supports investment selection, marketing, customer management, and the trading of mutual funds and other financial products. Their customers include both large and small financial intermediaries around the globe.
Contact Phone:
Contact Email:
Announced Date | Company | Transaction | Money Raised |
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Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 5/2000 | Private Equity Round | $0 |
CalSTRS Chase Capital Partners Chase H&a;Q First Union Corporation H&a;Q Asia Pacific J.H. Whitney &a; Co Morgan Stanley Dean Witter Pamlico Capital CalSTRS Chase Capital Partners Chase H&a;Q First Union Corporation H&a;Q Asia Pacific J.H. Whitney &a; Co Morgan Stanley Dean Witter Pamlico Capital |
5/2000 | Private Equity Round | 8 | $25M |
CalSTRS Chase Capital Partners Chase H&a;Q First Union Corporation H&a;Q Asia Pacific J.H. Whitney &a; Co Morgan Stanley Dean Witter Pamlico Capital CalSTRS Chase Capital Partners Chase H&a;Q First Union Corporation H&a;Q Asia Pacific J.H. Whitney &a; Co Morgan Stanley Dean Witter Pamlico Capital |
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