Founded in 1999, AdviceAmerica, Inc. was a technology company that developed a web-based, enterprise-level platform for wealth management and financial planning. Their software was designed to help financial advisors, brokers, and institutions create comprehensive, goal-based financial plans for their clients, covering areas like retirement, education funding, and wealth transfer. The company was acquired by Fiserv, a global financial services technology provider, in October 2004. Following the acquisition, AdviceAmerica's technology and operations were integrated into Fiserv's portfolio of wealth management solutions.

Founded in

United States