AdvisorFinder
Norfolk, US · Founded 2022 · Virginia LLC · 3 known investors
AdvisorFinder is an online platform where individuals search and filter financial advisors by location, specialty, and fee structure, review advisor profiles, and book intro calls directly. It offers assessments and profiles to match clients—including those in healthcare, military/veteran, and technology fields—with advisors suited to their needs.
FintechMarketplaces
Founders & leadership
AdvisorFinder was founded in 2022 by Jason Friedman.
JF
Jason FriedmaninFounder
AK
Andrew KeeverNamed on SEC filing
Board
NM
Neil MaheshwariBoard director
Investors · 3
Funding
SEC filings, press & company announcements$3.3M disclosed across 1 of 3 rounds · 2023–2026
- Undisclosed amountSeries BJun 2026
Index Ventures (lead), Benchmark, Union Square Ventures
Source ↗
▶$3.3MraisedDec 2024 · 1 investors · Other TechnologyRule 506(b)
▶$3.3MraisedDec 2024 · 1 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Andrew KeeverExecutive Officer, Director
- Neil MaheshwariDirector
- Jason FriedmanExecutive Officer, Director
- Offering amount
- $3.3M
- Amount sold
- $3.3M
- Proceeds to insiders
- $235K
- First sale
- Dec 2024
- Incorporated
- Limited Liability Company, Virginia, 2022
- Federal exemptions
- 06b
▶$2MofferedDec 2023 · Other TechnologyRule 506(b)
▶$2MofferedDec 2023 · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Jason FriedmanExecutive Officer, Director
- Offering amount
- $2M
- Proceeds to insiders
- $85K
- Incorporated
- Limited Liability Company, Virginia, 2022
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 6
by search overlap
SmartAsset2095 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Interactive Strength Acquires Ergatta1504 shared keywordsFidelity provides brokerage and investing services for individual retail investors, including commission-free online trading of US stocks and ETFs and fractional share purchases starting at $1. It positions itself as a personal finance and investment provider serving customers pursuing long-term financial goals.
Intuit®996 shared keywordsIntuit develops financial software products—including TurboTax, Credit Karma, QuickBooks, and Mailchimp—for consumers and small businesses to manage taxes, credit, accounting, and marketing. It serves approximately 100 million customers worldwide.
Vanguard984 shared keywordsVanguard offers investment products, savings and retirement tools, and personalized financial advice to help individuals build long-term wealth. It operates in the investment management and financial services industry.
Kiplinger903 shared keywordsKiplinger is a personal finance and investment media publisher that provides editorial content and advice on investing, taxes, retirement planning, real estate and travel for individual consumers.
Ramsey Solutions688 shared keywordsRamsey Solutions provides personal finance education, tools, and coaching—including the 7 Baby Steps plan, a vetted network of financial service providers (RamseyTrusted), and AI-powered money advice—to help individuals get out of debt and build wealth. The company also produces The Ramsey Show and offers budgeting resources for consumers managing their personal finances.
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In the news
Frequently asked questions
- What does AdvisorFinder do?
- AdvisorFinder is an online platform where individuals search and filter financial advisors by location, specialty, and fee structure, review advisor profiles, and book intro calls directly. It offers assessments and profiles to match clients—including those in healthcare, military/veteran, and technology fields—with advisors suited to their needs.
- Who founded AdvisorFinder?
- AdvisorFinder was founded by Jason Friedman in 2022.
- Who are AdvisorFinder's investors?
- AdvisorFinder's investors include Benchmark, Index Ventures, Union Square Ventures (USV).
- How much funding has AdvisorFinder raised?
- AdvisorFinder has disclosed $3.3M raised across 1 of its 3 known rounds.
- Where is AdvisorFinder headquartered?
- AdvisorFinder is headquartered in Norfolk, US.