Key facts
- Status: Acquired/Merged.
- ·Watchlist + deal alerts for Interactive Advisory Software
- ·The full record, as it builds
Funding rounds
No funding rounds for Interactive Advisory Software are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Interactive Advisory Software
Provider of a wealth management software for financial advisors and wealth managers. The company offers services like financial planning, portfolio management, customer relationship management, back-office services, reconciliation, re-balancing and trading, client portal and reporting services.
- Sector
- Information Technology
- HQ
- Egg Harbor Township, NJ, United States
- Employees
- 44
- Website
- iassoftware.com/
- Ownership
- Acquired/Merged
Interactive Advisory Software 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 Interactive Advisory Software 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 Interactive Advisory Software in its N-PORT filings yet. We sweep new filings monthly.