Vestory Llc Competitors and Similar CompaniesClear all

Advanta Wealth's competitors and similar companies include Personal Capital and FutureAdvisor.
Advanta Wealth
Advanta Wealth
Advanta Wealth is a company that provides financial advisory services.
Personal Capital
Personal Capital
Personal Capital is an online investment advisory platform.
FutureAdvisor
FutureAdvisor
FutureAdvisor is a company developing wealth management software.
Founding Date
Founding Date
2005
Founding Date
2009
Founding Date
2010
Type
Type
Private
Type
Private
Type
Subsidiary
Tags
Locations
Locations
HQ
Locations
Redwood City, US HQ
Atlanta, US
Chicago, US
Dallas, US
Dallas, US
New York, US
San Francisco, US
Locations
San Francisco, US HQ
Employees
Employees
663% increase
Employees
1,6582% increase
Employees
7

Operating

Assets Under Management
Assets Under Management
N/A
Assets Under Management
$3.4b (Dec, 2016)
Assets Under Management
$600m (Jun, 2015)

Funding

Total funding raised
Total funding raised
N/A
Total funding raised
$ 265.3m
Total funding raised
$ 21.5m
For sources of this data, please see the company profile

View Company Profiles

Personal Capital
HQ
Redwood City, US
Employees
1,658↑ 2% increase

Personal Capital is an online investment advisory platform.

View company
FutureAdvisor
HQ
San Francisco, US

FutureAdvisor is a company developing wealth management software.

View company