Funded Tech Companies

Interactive Advisory Software

Interactive Advisory Software, operating out of Marietta, received equity investments through Connecticut Innovations, TTV Capital and private investors.

Company Overview

Company Name
Interactive Advisory Software
Company Status
Private & Independent
Industry
Funding Rounds

Contact Information

Mailing Address
3393 Bargaintown Rd. 250
Marietta, NJ 08234
USA
Email Address

Company Background Information

Overview
Interactive Advisory Software offers a fully integrated, web-based software-as-a-service (SaaS) wealth management solution for independent financial advisors, RIA s and broker/dealers.
Profile
Interactive Advisory Software LinkedIn Company Profile
Social Media
Interactive Advisory Software Company Twitter Account
Company News
Interactive Advisory Software News
Facebook
Interactive Advisory Software on Facebook
YouTube
Interactive Advisory Software on YouTube
Last Transaction
9/30/2011

Financing History

Date
Type
Amount
Venture Equity
$150,000
Venture Equity
$500,000
Venture Equity
$4,689,000
Venture Equity
$2,000,000
Venture Equity
$1,000,000
Venture Equity
$1,267,000
Venture Equity
$500,000
Venture Equity
$2,000,000


Management Team

Title
Name
Email & Social
Chief Executive Officer
Nathan Berk
  Nathan Berk LinkedIn Profile  Nathan Berk Twitter Account  Nathan Berk News  Nathan Berk on Facebook
VP - General Counsel
Thomas Ericson
  Thomas Ericson LinkedIn Profile  Thomas Ericson Twitter Account  Thomas Ericson News  Thomas Ericson on Facebook


Company Investors

 

 

 

Browse more funded tech companies:

Interactions | Interactive Brokers Group

 

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