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Advisor

About Advisor

Advisor Software (ASI) is a wealth management technology provider based in Walnut Creek, California. Founded in 1995, ASI specializes in cloud-based solutions tailored for financial advisors and institutions. The company was acquired by Refinitiv in July 2020, enhancing its capabilities in delivering advanced analytics and automation for digital advice.

Min project size

50,000+

Hourly rate

50 / hr

Employees

16

Locations

United States

Year founded

Founded 1995

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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