When was Belay Advisor founded?

Belay Advisor was founded in 2012.

Where is Belay Advisor located?

Belay Advisor is headquartered in Sister Bay, United States.

How many employees does Belay Advisor have?

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

Where does Belay Advisor rank among its competitors?

Belay Advisor ranks 355th amongst 348 active competitors, of which 10 are funded. It stands 11th in terms of total funding among its competitors.

Who are the top competitors of Belay Advisor?

Belay Advisor's top competitors include Mariner Investment Group, WhiteOak Capital Asset Management and LSV.

Belay Advisor - 2026 Company Profile & Competitors

Belay Advisor is an unfunded company based in Sister Bay (United States), founded in 2012. It operates as a Provider of professional coaching and training for financial advisory firms. Belay Advisor has not raised any funding yet. The company has 348 active competitors, including 10 funded and 21 that have exited. Its top competitors include companies like Mariner Investment Group, WhiteOak Capital Asset Management and LSV.

Company Details

Provider of professional coaching and training for financial advisory firms. Services include individual business coaching for advisors, production of industry-focused podcasts, and the development of marketing content. Access is provided to digital tools and training resources designed for implementing life-centered planning within wealth management practices. Information and insights on industry shifts are distributed through regular email communications and media publications.

Key Metrics

Founded Year

2012

Location

Sister Bay, United States

Stage

Unfunded

Ranked

355^th among 358 competitors

Employee Count

1 as on Jul 31, 2026

Similar Companies

Mariner Investment Group & 356 more

View Belay Advisor's full profile

Belay Advisor has not raised any funding rounds yet.

Belay Advisor's employee count trend

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

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Top competitors of Belay Advisor include Mariner Investment Group, WhiteOak Capital Asset Management and LSV. Here is the list of Top 10 competitors of Belay Advisor, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Mariner Investment Group 1992, New York City (United States), Acquired	Provider of investment risk & asset management and solution services	-	-	49/100
2nd	WhiteOak Capital Asset Management 2017, Mumbai (India), Unfunded	Provider of investment management and advisory services for indian equity	-	-	47/100
3rd	LSV 2005, New York City (United States), Unfunded	Provider of advisory services for investment management firm	-	-	47/100
4th	Simplicity 2016, Auckland (New Zealand), Unfunded	Investment management firm	-	-	46/100
5th	Ariel Investments 1983, Chicago (United States), Unfunded	Investment management firm	-	-	45/100
6th	Nantahala Capital Management 2004, New Canaan (United States), Unfunded	Provider of investment services for financial industries	-	-	44/100
7th	Redfish Group 2012, Milan (Italy), Unfunded	Investment management firm	-	-	43/100
8th	Wedge Capital Management 1984, Charlotte (United States), Unfunded	Investment management firm	-	-	43/100
9th	JP Investment 2018, Chiyoda City (Japan), Unfunded	Provider of investment management services	-	-	42/100
10th	longone.com 1992, Shanghai (China), Unfunded	Provider of investment consulting services	-	-	41/100
355th	Belay Advisor 2012, Sister Bay (United States), Unfunded	Provider of professional coaching and training for financial advisory firms	-	-	15/100