Insights

Innovative Technology AdvisorCheck employs a comprehensive tech stack including AWS, data analytics tools, and user authentication services, highlighting their focus on delivering secure, scalable, and user-friendly financial advisor monitoring solutions that could be attractive to financial technology partners.

Recent Product Launch With the launch of Advisor Monitoring, the company demonstrates a commitment to enhancing transparency and regulatory compliance features, offering potential upsell opportunities for clients seeking ongoing advisor oversight tools.

Fundraising Momentum Having secured $1.8 million in seed funding and showing revenue between $10 million and $25 million, AdvisorCheck indicates strong growth potential, making it a promising candidate for strategic partnerships or investment-led expansion efforts.

Market Position Operating in a competitive landscape with similar firms like WiserAdvisor and BrightScope, AdvisorCheck’s emphasis on transparency, disclosure, and investor advocacy positions it well for differentiation and capturing a broader customer base.

Leadership & Vision Led by CEO Adriel Tam since 2021, the company's clear mission to democratize access to expert financial advice through innovative technology presents substantial opportunities for collaborations with professional services and financial institutions focused on consumer empowerment.

AdvisorCheck Tech Stack

AdvisorCheck uses 8 technology products and services including Trident AB, Linkedin Insight Tag, Quora Pixel, and more. Explore AdvisorCheck's tech stack below.

  • Trident AB
    A/B Testing
  • Linkedin Insight Tag
    Analytics
  • Quora Pixel
    Analytics
  • Facebook Pixel
    Analytics
  • Amazon Web Services
    Cloud Hosting
  • Amazon Simple Email Service
    Email
  • Google Sign-in
    Identity Verification
  • Vercel
    Platform As A Service

AdvisorCheck's Email Address Formats

AdvisorCheck uses at least 2 format(s):
AdvisorCheck Email FormatsExamplePercentage
FirLast@aimranalytics.comJohDoe@aimranalytics.com
50%
FirstLast@aimranalytics.comJohnDoe@aimranalytics.com
50%
FirLast@advisorcheck.comJohDoe@advisorcheck.com
50%
FiLast@advisorcheck.comJoDoe@advisorcheck.com
25%
First@advisorcheck.comJohn@advisorcheck.com
25%

Frequently Asked Questions

What is AdvisorCheck's official website and social media links?

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AdvisorCheck's official website is advisorcheck.com and has social profiles on LinkedIn.

What is AdvisorCheck's NAICS code?

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AdvisorCheck's NAICS code is 52 - Finance and Insurance.

How many employees does AdvisorCheck have currently?

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As of December 2025, AdvisorCheck has approximately 15 employees across 1 continents, including North America. Key team members include Chief Commercial Officer (cco): J. B.Co-Founder, Executive Director: L. B.Sr. Digital Marketing Manager, Community Engagement: A. R.. Explore AdvisorCheck's employee directory with LeadIQ.

What industry does AdvisorCheck belong to?

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AdvisorCheck operates in the Financial Services industry.

What technology does AdvisorCheck use?

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AdvisorCheck's tech stack includes Trident ABLinkedin Insight TagQuora PixelFacebook PixelAmazon Web ServicesAmazon Simple Email ServiceGoogle Sign-inVercel.

What is AdvisorCheck's email format?

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AdvisorCheck's email format typically follows the pattern of FirLast@aimranalytics.com. Find more AdvisorCheck email formats with LeadIQ.

When was AdvisorCheck founded?

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AdvisorCheck was founded in 2020.

AdvisorCheck

Financial ServicesNew Jersey, United States11-50 Employees

We are a Marketplace Community for Consumers seeking expert financial guidance and Advisors dedicated to investor advocacy, professional accountability, and honest, transparent engagement. 

Our Vision is to transform how Consumers and Advisors engage and connect by embracing principles of disintermediation, evidence of data, and the virtues of honesty, accountability, and transparency.

Our Mission is to empower Consumers and Advisors with innovative, safe, and user-friendly technology and tools to make expert advice affordable and accessible.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2020
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    AdvisorCheck's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    AdvisorCheck's revenue is estimated to be in the range of $10M$25M

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