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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.
Social
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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
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
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AdvisorCheck's founders and board of directors

Founder? Claim Profile
The founders of AdvisorCheck are K J Kim and Lawrence Bates.
Here are the details of AdvisorCheck's key team members:

AdvisorCheck's employee count trend

AdvisorCheck has 14 employees as of Jan 26. Here is AdvisorCheck's employee count trend over the years:
Employee count trend for AdvisorCheck
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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:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for S&P Global
S&P Global
1917, New York City (United States), Public
Provider of essential intelligence and market analysis for global finance
-
79/100
2nd
Logo for Morningstar
Morningstar
1984, Chicago (United States), Public
Provider of investment research, market data, portfolio tools, and investor education
$91M
77/100
3rd
Logo for CME Group
CME Group
1848, Chicago (United States), Public
Provider of futures and options trading, risk management, and market data
-
74/100
4th
Logo for Dow Jones
Dow Jones
1882, New York City (United States), Acquired
Provider of business and financial news, data, and analysis tools
-
73/100
5th
Provider of digital exchange, market data, and commodity price solutions
-
72/100
6th
Logo for IHS Markit
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
Logo for FactSet
FactSet
1978, Norwalk (United States), Public
Financial data marketplace and analytics solution for investment professionals
-
69/100
8th
Logo for Novisto
Novisto
2019, Montreal (Canada), Series C
Cloud-based sustainability management software provider
$56.5M
62/100
9th
Logo for Treefera
Treefera
2022, London (United Kingdom), Series B
AI-powered substantiating ESG reporting and analytics solution for businesses
$44.2M
61/100
10th
Logo for Acuris
Acuris
2000, London (United Kingdom), Acquired
Financial news, intelligence and analysis platform
$127M
-
61/100
38th
Logo for AdvisorCheck
AdvisorCheck
2020, Englewood Cliffs (United States), Seed
Online financial database platform providing information about financial advisors
$1.8M
-
49/100
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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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FAQs about AdvisorCheck

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