When was AdviseWell founded?

AdviseWell was founded in 2024 and raised its 1st funding round 1 year after it was founded.

Where is AdviseWell located?

AdviseWell is headquartered in Melbourne, Australia.

How many employees does AdviseWell have?

As of Jul 31, 2026, the latest employee count at AdviseWell is 1.

Is AdviseWell a funded company?

AdviseWell is a funded company, having raised a total of $***** in its 1st and only funding round, a Seed round on May 06, 2025.

When was the latest funding round of AdviseWell?

AdviseWell's latest funding was a $***** Seed round on May 06, 2025, with participation from 1 investor.

Where does AdviseWell rank among its competitors?

AdviseWell ranks 13th amongst 19 active competitors, of which 6 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Digilytics, which secured $3.34M in Dec, 2025.

Who are the top competitors of AdviseWell?

AdviseWell's top competitors include Stockspot, Qara and Digilytics. Among them, Digilytics secured the most recent funding round in December, 2025.

AdviseWell - 2026 Company Profile, Funding & Competitors

AdviseWell is a seed company based in Melbourne (Australia), founded in 2024. It operates as a Developer of an AI platform for financial advice report generation. AdviseWell has raised an undisclosed amount in funding. The company has 19 active competitors, including 6 funded and 2 that have exited. Its top competitors include companies like Stockspot, Qara and Digilytics.

Company Details

Developer of an AI platform for financial advice report generation. The platform transforms client data into actionable insights, analyzing product options and modeling scenarios. It generates reports, including product comparisons, and file notes. The platform creates client-ready reports, using custom templates to match brand and style. It uses aggregated best practices and real-time benefits data. The platform secures client data through encryption.

Key Metrics

Founded Year

2024

Location

Melbourne, Australia

Stage

Seed

Latest Funding Round

Seed, May 06, 2025, $*****

Investors

Antler

Ranked

13^th among 19 active competitors

Employee Count

1 as on Jul 31, 2026

Similar Companies

Betterment & 684 more

View AdviseWell's full profile

AdviseWell has raised funding over 1 round. Its latest funding round was a Seed round on May 06, 2025 for $*****. 1 investor participated in its latest round. AdviseWell has 1 institutional investor.

Here is the list of recent funding rounds of AdviseWell:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
May 06, 2025	5121744	Seed	3860484	7117679	3223288	6367513

Access funding benchmarks and valuations. Sign up today!

View details of AdviseWell's funding rounds and investors

AdviseWell's employee count trend

AdviseWell has 1 employees as of Jul 26. Here is AdviseWell's employee count trend over the years:

Uncover AdviseWell's growth story! Sign up today!

Access Tracxn on any website

Our Google Chrome extension lets you view company details while browsing their websites

Install Tracxn Extension

Top competitors of AdviseWell include Stockspot, Qara and Digilytics. Here is the list of Top 10 competitors of AdviseWell, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Stockspot 2013, Sydney (Australia), Acquired	Automated investment adviser and fund manager	$3.69M	H2 Ventures, Global Founders Capital & 4 others	59/100
2nd	Qara 2014, Seoul (South Korea), Series A	AI-enabled robo advisory platform for wealth management	$3M	Naver, NXC & 4 others	37/100
3rd	Digilytics 2014, London (United Kingdom), Series A	Loan origination solutions for mortgages	$3.34M	Maven Capital Partners	32/100
4th	Quiena 2015, Buenos Aires (Argentina), Series A	Automated financial advisor for investing in US assets	$1.66M	Alaya Capital Partners, Italbank & 6 others	31/100
5th	Six Park 2014, Melbourne (Australia), Seed	Advisor assisted robo-advisory platform,	$4.8M	Cogent & 1 others	30/100
6th	Advize 2012, Boulogne billancourt (France), Funding Raised	Online investment brokerage & advisory platform	-	-	28/100
7th	Financial Choice Sydney (Australia), Acquired	Robot advisory and personal finance planning platform for individuals	-	-	28/100
8th	QuietGrowth 2014, Sydney (Australia), Funding Raised	Automated online investment management service provider or robo advisor	-	Stone & Chalk	28/100
9th	Piocaro 2016, Sydney (Australia), Funding Raised	Online investment platform	-	INCUBATE	26/100
10th	Clover 2014, Melbourne (Australia), Seed	Automated investment advice platform.	$2M	Avalanche Technology Group, Equip Super & 1 others	25/100
13th	AdviseWell 2024, Melbourne (Australia), Seed	Developer of an AI platform for financial advice report generation	-	Antler	20/100