When was AdvisorPeak founded?

AdvisorPeak was founded in 2017.

Where is AdvisorPeak located?

AdvisorPeak is headquartered in Layton, United States.

Who is the current CEO of AdvisorPeak?

Damon Deru of AdvisorPeak. They have also founded 1 company.

How many employees does AdvisorPeak have?

As of Jul 01, 2024, the latest employee count at AdvisorPeak is 11 - 50.

Is AdvisorPeak a funded company?

AdvisorPeak is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does AdvisorPeak rank among its competitors?

AdvisorPeak ranks 52nd amongst 144 active competitors, of which 18 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Capitolis, which secured $56M in Aug, 2025.

Who are the top competitors of AdvisorPeak?

AdvisorPeak's top competitors include Vestmark, ION Group and Capitolis. Among them, Capitolis secured the most recent funding round in August, 2025.

AdvisorPeak - 2026 Company Profile, Team & Competitors

AdvisorPeak is an acquired company based in Layton (United States), founded in 2017 by Damon Deru. It operates as a Portfolio management & trading software. The company has 144 active competitors, including 18 funded and 24 that have exited. Its top competitors include companies like Vestmark, ION Group and Capitolis.

Company Details

AdvisorPeak provides portfolio rebalancing and investment software for financial advisors. It offers wealth management tools for securities, currencies, mutual funds, ETFs, stocks, hedge funds, and fixed income securities. It features solutions for algorithmic trading, trade order management, asset allocation, portfolio management, and more.

Website: advisorpeak.com
Social
Email ID: *****@advisorpeak.com
Phone Number: +1 **********

Key Metrics

Founded Year

2017

Location

Layton, United States

Stage

Acquired

Ranked

52^nd among 144 active competitors

Employee Count

11 - 50 as on Jul 01, 2024

Similar Companies

Vestmark & 608 more

Exit Details

Acquired by Addepar (Oct 25, 2021)

View AdvisorPeak's full profile

AdvisorPeak got acquired by Addepar on Oct 25, 2021.

Click here to take a look at AdvisorPeak's acquisition in detail

AdvisorPeak has not raised any funding rounds yet.

The founders of AdvisorPeak is Damon Deru. Damon Deru is the CEO of AdvisorPeak.

Here are the details of AdvisorPeak's key team members:

Damon Deru: Founder & CEO of AdvisorPeak.

View details of AdvisorPeak's Founder profiles and Board Members

AdvisorPeak's employee count trend

AdvisorPeak has 11 - 50 employees as of Jul 24. Here is AdvisorPeak's employee count trend over the years:

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Top competitors of AdvisorPeak include Vestmark, ION Group and Capitolis. Here is the list of Top 10 competitors of AdvisorPeak, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Vestmark 2001, Wakefield (United States), Series C	Trade management solutions for capital market brokers	$64.2M	Summit Partners, Hub Angels & 6 others	71/100
2nd	ION Group 1998, New York City (United States), Late Stage	Treasury management solutions for financial institutions and banks	$400M	The Carlyle Group, National Oceanic and Atmospheric Administration ... & 3 others	68/100
3rd	Capitolis 2016, New York City (United States), Series D	Offers trade management solutions for investors	$358M	State Street, Index Ventures & 20 others	67/100
4th	Virtu 2008, New York City (United States), Public	Suite of solutions for managing trade-related processes	-	Flow Traders, Periphas Capital & 4 others	66/100
5th	Halo Investing 2015, Chicago (United States), Series C	Software suite for investment professionals	$120M	Owl Capital Group, Allianz Life Ventures & 5 others	66/100
6th	Tradier 2012, Charlotte (United States), Series B	Brokerage services and technology solutions for active traders and businesses	$27.7M	PEAK6, F-Prime Capital & 2 others	64/100
7th	MyVest 2001, San Francisco (United States), Acquired	Enterprise wealth management platform powering personalized, tax-optimized portfolios at scale	-	-	61/100
8th	ITG 1987, New York City (United States), Acquired	Global financial services firm providing technology-driven liquidity, execution, and analytics	-	Staley Capital Management, MCI Capital	55/100
9th	North Capital 2008, Midvale (United States), Seed	Platform, brokerage, escrow, custody, and secondary trading for private securities	$3.18M	Fiduciary Trust International, Karlani Capital	55/100
10th	SunGard 1982, Wayne (United States), Acquired	Enterprise Software	-	Bain Capital Private Equity, GE Capital & 5 others	55/100
52nd	AdvisorPeak 2017, Layton (United States), Acquired	Portfolio management & trading software	-	-	30/100