AdviserSource
Curated by SignalDeal management platform offering valuation and M&A solutions for advisors.
Overview
AdviserSource focuses on deal management and valuation solutions designed for financial service firms. The platform offers tools that support the transaction lifecycle, including due diligence and closing. Key features include a proprietary valuation tool, succession planning services, and M&A support, which assist financial advisors and institutions in assessing business value and managing complex transactions. The platform utilizes advanced valuation models that incorporate big data and AI to address challenges in M&A and succession planning, providing analytics and collaboration tools. The stated goal of the platform is to improve decision-making and strategic growth for financial advisors and institutions through a centralized solution.
Key facts
- Founded
- 2016
- Headquarters
- United States
- Stage
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- Industry
- Financial Technology
- Sector
- Investment Technology
Business model
- GTM channel
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- 6 products and services
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