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AdvisorCheck
AdvisorCheck is a consumer-first platform designed to help individuals find, evaluate, and monitor financial advisors. The platform offers transparent, unbiased data by consolidating information from…
AdvisorCheck
AdvisorCheck is a consumer-first platform designed to help individuals find, evaluate, and monitor financial advisors. The platform offers transparent, unbiased data by consolidating information from…
TL;DR
What: Consumer-first platform to find, evaluate, compare, and monitor financial advisors
Data: Consolidates verified regulatory sources (SEC, FINRA, court records) into plain-language advisor profiles and alerts
Business model: Free tier plus paid tiers for more frequent or firm-level monitoring
Size & funding: ~16 employees; total funding reported: 1,800,000 USD (last funding 2023-06-23)
Company Overview
Problem Domain
Consumer-facing financial advisor discovery, evaluation, and trust monitoring
Founded
2021
Industry
Fintech / Wealthtech
Funding Track Record
Listed as a pre-seed round on third-party profiles
Listed as a seed round on third-party profiles
Most recent announced seed round date on third-party profiles
Founders
What we do
Join the Team
Startup jobs. A lot of them.
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