When was Rowboat Advisors founded?

Rowboat Advisors was founded in 2016.

Where is Rowboat Advisors located?

Rowboat Advisors is headquartered in Menlo Park, United States.

How many employees does Rowboat Advisors have?

As of Jul 01, 2024, the latest employee count at Rowboat Advisors is 2.

Where does Rowboat Advisors rank among its competitors?

Rowboat Advisors ranks 497th amongst 3231 active competitors, of which 61 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Frec, which secured $26.4M in Oct, 2023.

Who are the top competitors of Rowboat Advisors?

Rowboat Advisors' top competitors include Wolters Kluwer, MassMutual and American Family Insurance. Among them, Frec secured the most recent funding round in October, 2023.

Rowboat Advisors - 2026 Company Profile & Competitors

Rowboat Advisors is an acquired company based in Menlo Park (United States), founded in 2016. It operates as a Provider of portfolio management and financial advisory services. The company has 3231 active competitors, including 61 funded and 222 that have exited. Its top competitors include companies like Wolters Kluwer, MassMutual and American Family Insurance.

Company Details

Provider of portfolio management and financial advisory services. It offers investment advisory services, traditional brokerage services, and custody services through registered entities. The firm also provides retirement solutions, including Solo 401(k) plans, and high-yield cash management options. Additional services encompass tax optimization strategies, client portals, billing integrations, and onboarding support. The company utilizes technology to automate and enhance portfolio management, including rebalancing and tax-loss harvesting. It also offers tools for sophisticated simulations and data-driven trading.

Key Metrics

Founded Year

2016

Location

Menlo Park, United States

Stage

Acquired

Ranked

497^th among 3231 active competitors

Employee Count

2 as on Jul 01, 2024

Similar Companies

bunch & 339 more

Exit Details

Acquired by Betterment (May 15, 2025)

View Rowboat Advisors' full profile

Rowboat Advisors got acquired by Betterment on May 15, 2025.

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

Rowboat Advisors has not raised any funding rounds yet.

Rowboat Advisors' employee count trend

Rowboat Advisors has 2 employees as of Jul 24. Here is Rowboat Advisors's employee count trend over the years:

Employee count trend for Rowboat Advisors

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Top competitors of Rowboat Advisors include Wolters Kluwer, MassMutual and American Family Insurance. Here is the list of Top 10 competitors of Rowboat Advisors, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Wolters Kluwer 1836, Alphen Aan Den Rijn (Netherlands), Public	Provider of software, information, and service solutions for professional industries	-	Aimforthemoon, Capricorn Partners	75/100
2nd	MassMutual 1851, Springfield (United States), Funding Raised	Mutual life insurance company	-	GIC, Darby Overseas Investments & 1 others	71/100
3rd	American Family Insurance 1927, Madison (United States), Funding Raised	Personal & business insurance provider	-	-	67/100
4th	Point Digital Finance 2015, Palo Alto (United States), Series C	Online home equity loans platform	$246M	Andreessen Horowitz, Financial Solutions Lab ... & 21 others	65/100
5th	Kroll 1932, New York City (United States), Acquired	Provider of financial and risk advisory solutions	-	Permira, Further Global Capital Management	62/100
6th	SMArtX 2010, West Palm Beach (United States), Series D	Managed accounts technology innovator modernizing financial services with cloud-based solutions	$39.7M	IA Capital Group, ManchesterStory Group & 2 others	61/100
7th	Frec 2021, San Francisco (United States), Series A	Provider of direct indexing investment platform designed to unlock tax savings	$26.4M	Greylock Partners, Conversion Capital & 5 others	60/100
8th	CAIS 2009, New York City (United States), Series C	Platform offering financial planning and advisory solutions for wealth managers	$734M	Apollo Global Management, Reverence Capital Partners ... & 12 others	59/100
9th	Tidal Financial Group 2012, New York City (United States), Series C	Technology platform facilitating the creation, operation and growth of ETFs	$32M	FTV Capital, FinRebel	59/100
10th	Solovis 2013, Dallas (United States), Acquired	Global technology company serving capital markets and beyond with diverse solutions	$20.8M	Edison Partners, Cultivate Ventures & 6 others	58/100
497th	Rowboat Advisors 2016, Menlo Park (United States), Acquired	Provider of portfolio management and financial advisory services	-	-	26/100