Founded in 1987, AdvisoryWorld is a financial technology company that develops software solutions for financial advisors, wealth managers, and enterprises. Their core offerings include tools for asset allocation, portfolio analysis, risk assessment, and creating professional, client-facing proposals. In 2018, the company was acquired by LPL Financial, a leading retail investment advisory firm and independent broker-dealer. AdvisoryWorld now operates as a key component of LPL's technology ecosystem, enhancing the capabilities of its affiliated financial advisors.

Founded in

United States