Key facts
- Advisor.com’s last known valuation is $35.0M (Oct 2025).
- It has raised $11.0M; the latest was Seed Round ($9.0M) in Oct 2025.
- Notable investors include James Brown, Walkabout Ventures.
- Status: Privately Held (backing).
Investors
2- ·The complete investor list — 2 names
- ·Watchlist + deal alerts for Advisor.com
- ·The full record, as it builds
Funding rounds
No funding rounds for Advisor.com are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Advisor.com
Operator of an advisory firm intended to offer financial advice as well as funding. The company offers financial planning and guidance to help users plan, save, and invest more wisely, enabling people to make informed financial decisions and build financial wellness.
- Sector
- Financial Services
- HQ
- Charleston, SC, United States
- Founded
- 2022
- Employees
- 9
- Website
- advisor.com/
- Ownership
- Privately Held (backing)
Advisor.com doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Advisor.com shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Advisor.com in its N-PORT filings yet. We sweep new filings monthly.