- Headquarters
- Milwaukee, Wisconsin
- Employees
- 201–500
- Founded
- 1969
- Business Model
- B2B
- Website
- advicentsolutions.com
- Last Round
- Private EquitySep 2014
- Rounds
- 1
- Acquired by
- InvestCloudMay 2021
Indexed holds 2 funding rounds and 1 investor for this company. The full record is or through the API.
About
Advicent was a leading provider of financial planning software for wealth management firms and financial advisors, best known for its NaviPlan platform. Founded in 1969 and headquartered in Milwaukee, Wisconsin, Advicent served over 140,000 financial professionals across more than 4,000 enterprise clients worldwide. The company's products included NaviPlan for comprehensive cash-flow and goals-based financial planning, Profiles for insurance and investment illustration, and Figlo for client-facing digital planning experiences. Advicent offered industry-leading APIs enabling wealth management firms to embed planning capabilities into their own platforms. The company was acquired by InvestCloud in May 2021, and NaviPlan continues as a product within the InvestCloud ecosystem supporting over $4 trillion in assets for more than 500 global clients.
Summary
Advicent is a Fintech company based in Milwaukee, United States, founded in 1969. Its most recent funding was a Private Equity round in Sep 2014. Investors include Vista Equity Partners.
Tech & App Stack
2 technologies & apps tracked
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Funding & Exit History
May 2021
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Funding: Private Equity. Amounts, valuations, and investors where available.
Investors
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