Advisor

Financial planning and advisory solution for individuals

placeCharleston, South Carolina, United States calendar_todayFounded 2022 groups23 employees language advisor.com

Reputation

Customer rating 4.7 / 5 across 33 reviews.

Social engagement

Social engagement: 1.2K social following, 10 posts in the last 12 months — below the industry typical range.

Investor mix

2 investors on record; lead investors include Walkabout Ventures.

Investor typeCountShare
Venture capital150%
Other / undisclosed150%

Recent activity

30 Sep 2025
Partnership
The Wall Street Journal
Coming soon