Funded Tech Companies
Advisor.com
Advisor.com, based in Charleston, received equity investments through Walkabout Ventures and private investors.
Company Overview
Company Name
Advisor.com
Company Status
Private & Independent
Industry
Consulting
Funding Rounds
Total Funding
Contact Information
Mailing Address
Undisclosed
Charleston, SC Undisclosed
USA
Charleston, SC Undisclosed
USA
Phone
Undisclosed
Website
Email Address
Not Recorded
Company Background Information
Overview
Advisor.com is a marketplace connecting thoughtful investors with fiduciary financial advisors. The company also operates Advisor Wealth Management (AWM), a rapidly growing RIA that helps households bridge the advice gap by combining the power of AI with the personal touch of human advisors.
Last Transaction
10/2/2025
Financing History
Date
Type
Amount
Management Team
Company Investors
- Walkabout Ventures (Josh Diamond)
- Private Investors (Jim Brown)
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