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Advice Analytics
AddedFeb 19, 2024
UpdatedJun 18, 2026
Advice Analytics

Advice Analytics

Angel

AI-driven firm specializing in predictive analytics for 401(k) retirement planning.

HQ
San Diego, CA, US
Founded
2019
Overview
Compare
Fundraising
Employees
Website

Advice Analytics, founded with the mission to revolutionize retirement planning through artificial intelligence, specializes in predictive analytics for 401(k) retirement planning. Their core vision is to empower financial advisors by leveraging AI to enhance client targeting and asset expansion. The company offers proprietary machine learning algorithms and generative AI tools that identify and prioritize clients and prospects, allowing advisors to focus on relationship-building. Their market focus is primarily on financial services, specifically within the retirement planning sector.

Notable affiliated individuals include leading experts in AI and financial services, though specific names are not disclosed. Investors are typically those interested in fintech innovations. Key achievements include the development of a clean, intuitive user interface that seamlessly integrates predictive insights into retirement planning. The overall impact of Advice Analytics lies in its ability to streamline and enhance the efficiency of financial advisors, ultimately improving client outcomes in the retirement planning process.

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Advice Analytics - Quick Facts

Who are Advice Analytics' competitors?

Companies similar to Advice Analytics include Wealthawk, Wealth I/O, Advisr and paraplanner.ai.

When was Advice Analytics founded?

Advice Analytics was founded in 2019.

Where is Advice Analytics' headquarters located?

Advice Analytics' headquarters is located in San Diego, CA, US.

When was Advice Analytics' last funding round?

Advice Analytics' most recent funding round was for $907k (USD) in November 2020.

How much has Advice Analytics raised to-date?

As of Nov 1, 2020, Advice Analytics has raised a total of $907k (USD).

How many employees does Advice Analytics have?

Advice Analytics has 2 employees as of Feb 4, 2024.

Advice Analytics - Classification

Technology
  • AI
  • Machine Learning
Geographic Exposure
  • United States
Revenue
  • Recurring
  • Software
Customer
  • Enterprise
Main Product
  • Financial Analytics
Tags
  • Data
  • Financial
  • Fintech
  • SaaS
NAICS
  • 540000Professional, Scientific, and Technical Services
  • 541500Computer Systems Design and Related Services
  • 541000Professional, Scientific, and Technical Services
  • 541510Computer Systems Design and Related Services
  • 541511Custom Computer Programming Services
SIC
  • 7300Business Services
  • 7370Computer Programming, Data Processing, And Other Computer Related
  • 7371Computer Programming Services
Show 5 more industry codes
NAICS
  • 513200Software Publishers
  • 510000Information
  • 513000Publishing Industries
  • 513210Software Publishers
SIC
  • 7372Prepackaged Software