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Interactive Advisory Software
AddedFeb 15, 2024
UpdatedJun 18, 2026
Interactive Advisory Software

Interactive Advisory Software

Interactive Advisory Software Inc. provides comprehensive wealth management SaaS for financial advisors nationwide.

HQ
Marietta, GA, US
Founded
2001
Overview
Compare
Fundraising
Employees

Interactive Advisory Software Inc. provides comprehensive wealth management SaaS for financial advisors nationwide. Their software supports analysis, compliance, asset allocation, reporting, and presentation of mutual funds, equities, fixed income, securities, and alternative investments.

The company has significantly impacted the financial advisory sector by streamlining complex processes and enhancing efficiency. Their innovative solutions have garnered a strong user base among financial advisors and brokers, establishing them as a key player in the wealth management software industry.

Interactive Advisory Software - Similar Companies

Wealth I/O logo

Wealth I/O

wealth-io.com

Savvy Wealth logo

Savvy Wealth

savvywealth.com

Yourefolio logo

Yourefolio

yourefolio.com

Smart RIA logo

Smart RIA

smart-ria.com

IncomeConductor logo

IncomeConductor

Advisr logo

Advisr

advisr.com

Interactive Advisory Software - Quick Facts

Who are Interactive Advisory Software's competitors?

Companies similar to Interactive Advisory Software include Wealth I/O, Savvy Wealth, Yourefolio and Smart RIA.

When was Interactive Advisory Software founded?

Interactive Advisory Software was founded in 2001.

Where is Interactive Advisory Software's headquarters located?

Interactive Advisory Software's headquarters is located in Marietta, GA, US.

When was Interactive Advisory Software's last funding round?

Interactive Advisory Software's most recent funding round was for $5M (USD) in June 2011.

How much has Interactive Advisory Software raised to-date?

As of Jun 30, 2011, Interactive Advisory Software has raised a total of $17.1M (USD).

How many employees does Interactive Advisory Software have?

Interactive Advisory Software has 75 employees as of Feb 4, 2024.

Interactive Advisory Software - Classification

NAICS
  • 513200Software Publishers
  • 510000Information
  • 513000Publishing Industries
  • 513210Software Publishers
SIC
  • 7300Business Services
  • 7370Computer Programming, Data Processing, And Other Computer Related
  • 7372Prepackaged Software
ISIC
  • 6612Security and commodity contracts brokerage
Show 13 more industry codes
NAICS
  • 523100Securities and Commodity Contracts Intermediation and Brokerage
  • 523150Investment Banking and Securities Intermediation
  • 540000Professional, Scientific, and Technical Services
  • 541500Computer Systems Design and Related Services
  • 520000Finance and Insurance
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 541000Professional, Scientific, and Technical Services
  • 541510Computer Systems Design and Related Services
  • 541511Custom Computer Programming Services
SIC
  • 6210Security Brokers, Dealers, And Flotation Companies
  • 6211Security Brokers, Dealers, And Flotation Companies
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 7371Computer Programming Services