AdvisorCheck - About the company
AdvisorCheck is a seed company based in Englewood Cliffs (United States), founded in 2020 by K J Kim and Lawrence Bates. It operates as an Online financial database platform providing information about financial advisors. AdvisorCheck has raised $1.8M in funding. The company has 554 active competitors, including 84 funded and 68 that have exited. Its top competitors include companies like S&P Global, Morningstar and CME Group.
Company Details
Online financial database platform providing information about financial advisors. It provides comprehensive background checks on financial advisors and background check services for potential investors looking to evaluate options or reassess financial partners.
- Website
- advisorcheck.com
- Email ID
- *****@advisorcheck.com
Key Metrics
Founded Year
2020
Location
Englewood Cliffs, United States
Stage
Seed
Total Funding
$1.8M in 1 round
Latest Funding Round
Ranked
38th among 554 active competitors
Employee Count
14 as on Jan 05, 2026
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AdvisorCheck's funding and investors
AdvisorCheck has raised a total funding of $1.8M over 1 round.
Here is the list of recent funding rounds of AdvisorCheck:
Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Jun 26, 2023 | 6482382 | Seed | 8646713 | 3196739 | 5310749 | 6151585 |
View details of AdvisorCheck's funding rounds and investors
AdvisorCheck's founders and board of directors
Founder? Claim ProfileThe founders of AdvisorCheck are K J Kim and Lawrence Bates.
Here are the details of AdvisorCheck's key team members:
- K J Kim: Co-Founder of AdvisorCheck.
- Lawrence Bates: Co-Founder of AdvisorCheck.
View details of AdvisorCheck's Founder profiles and Board Members
AdvisorCheck's employee count trend
AdvisorCheck has 14 employees as of Jan 26. Here is AdvisorCheck's employee count trend over the years:
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AdvisorCheck's Competitors and alternates
Top competitors of AdvisorCheck include S&P Global, Morningstar and CME Group. Here is the list of Top 10 competitors of AdvisorCheck, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | S&P Global 1917, New York City (United States), Public | Provider of essential intelligence and market analysis for global finance | - | 79/100 | |
2nd | Morningstar 1984, Chicago (United States), Public | Provider of investment research, market data, portfolio tools, and investor education | $91M | 77/100 | |
3rd | CME Group 1848, Chicago (United States), Public | Provider of futures and options trading, risk management, and market data | - | 74/100 | |
4th | Dow Jones 1882, New York City (United States), Acquired | Provider of business and financial news, data, and analysis tools | - | 73/100 | |
5th | Intercontinental Exchange 1999, Atlanta (United States), Public | Provider of digital exchange, market data, and commodity price solutions | - | 72/100 | |
6th | IHS Markit 1959, London (United Kingdom), Acquired | Online data source platform for information, analytics, and solutions for governments and financial markets | $1.16B | 71/100 | |
7th | FactSet 1978, Norwalk (United States), Public | Financial data marketplace and analytics solution for investment professionals | - | 69/100 | |
8th | Cloud-based sustainability management software provider | $56.5M | 62/100 | ||
9th | Treefera 2022, London (United Kingdom), Series B | AI-powered substantiating ESG reporting and analytics solution for businesses | $44.2M | 61/100 | |
10th | Acuris 2000, London (United Kingdom), Acquired | Financial news, intelligence and analysis platform | $127M | - | 61/100 |
38th | AdvisorCheck 2020, Englewood Cliffs (United States), Seed | Online financial database platform providing information about financial advisors | $1.8M | - | 49/100 |
Looking for more details on AdvisorCheck's competitors? Click here to see the top ones
AdvisorCheck's Investments and acquisitions
AdvisorCheck has made no investments or acquisitions yet.
Reports related to AdvisorCheck
Here is the latest report on AdvisorCheck's sector:
News related to AdvisorCheck
Media has covered AdvisorCheck for 1 event in last 1 year, It was about company updates.
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AdvisorCheck Launches Free Financial Advisor Monitoring Service: AdvisorCheck EssentialsGlobal Fintech Series•Aug 18, 2025•AdvisorCheck
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Edelman tax head departs to lead advisor monitoring startupCitywire•Aug 09, 2023•Edelman Financial Engines, AdvisorCheck
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