AdvisorStream provides an omnichannel marketing platform for financial advisors that aims to enhance client communications and drive growth through automation and AI-powered insights.

AdvisorStream

AssetMark provides a turnkey asset management platform aimed at empowering independent financial advisors with solutions and guidance.

AssetMark

FA Match is an online marketplace that connects financial advisors with firms using their Advisor Match platform, which is powered by AI. The platform facilitates the recruitment and acquisition of financial advisors for firms.

FA Match

Envestnet | Yodlee is a market leader in financial data aggregation and analytics. They provide a platform that consolidates information from multiple accounts, enabling insights for financial service providers. They partner with over 1,400 financial services and tech companies, including 17 of the top 20 U.S. banks. Their platform is powered by a massive data network associated with tens of millions of consumers.

Envestnet | Yodlee

AdvisorStream | 2,709 followers on LinkedIn. AdvisorStream is the highest-rated marketing platform for financial advisors that drives growth, revenue, and retention. | AdvisorStream is the highest-rated marketing platform to help financial advisors drive growth through highly personalized communications that investors enjoy and trust.

Through a combination of automated marketing, world-class content, and AI-powered insights, AdvisorStream helps you turn clicks into clients.

Learn more at AdvisorStream.com

Former CTO & co-founder of AdvisorStream, now part of Broadridge Financial Solutions

Martin Hill

Ragul Chari

Director of Content, AdvisorStream | Managing publishers and delivering powerful content to fuel AdvisorStream’s top-ranked digital marketing platform

Kerri Vandeloo

Educational Consultant, Writer-Editor, Communications, Strategy, Researcher, Guitarist, Musicologist, Historian

Melvin Backstrom, PhD

Imagine a newsletter that writes itself - introducing AdvisorStream's new suite of AI-powered tools designed to help advisors achieve better results with less effort - https://lnkd.in/gjmPcuiB Today we unveiled: ✔️ AI-powered newsletter builder to create touchpoints in seconds ✔️ Investor insights that uncovers client interests based on their interactions ✔️ Content recommendations to spark meaningful conversations Best of all, our new AI capabilities are available at no extra cost to all AdvisorStream clients (pending Home Office approval). Learn more at https://lnkd.in/gjmPcuiB #AI #FinancialAdvisors #Personalization

Celebrate your clients this holiday season with personalized eCards! Join our upcoming webinar to learn how eCards can help you stay top of mind, express appreciation, and strengthen client connections—all with minimal effort - https://bit.ly/40IeiLJ #HolidayMarketing #ClientRelationships #FinancialAdvisors #Ecards #ClientEngagement

Your website is more than your brand, it's your credible digital presence to the world. Introducing Broadridge 's Advisor Websites - https://bit.ly/3YDGOLH Increase your online visibility, attract more clients and elevate your brand's credibility with a professional website that stands out. See it in action at https://bit.ly/3YDGOLH #FinancialAdvisors #Websites #DigitalMarketing

Exciting news for AdvisorStream clients! You can now access licensed content from The Associated Press to engage investors with trusted insights and enhance your content strategy. Discover how this can elevate your marketing: https://bit.ly/3BZRM6I #ContentMarketing #FinancialAdvisors #WealthMarketing

As a financial advisor, personalized content and experiences not only differentiate you from competitors but also build deeper client relationships. Forbes’ Dmitry Dolgorukov highlights 5 marketing trends that can help you stay ahead of industry changes, attract new clients, and grow your business - https://bit.ly/3YrqChT #FinancialAdvisors #ClientEngagement #MarketingStrategy

Join AdvisorStream for an educational session to learn how to personalize your communication, automate touchpoints, and share content that truly resonates with your clients. Discover how to optimize your email marketing strategy to spark action and drive better results. Register now – https://bit.ly/3BDNDoR #EmailMarketing #ClientEngagement #FinancialAdvisors #Webinar

Celebrate your clients' special moments with personalized, automated greetings. Strengthen relationships and enhance your outreach with thoughtful messages. Explore our newly designed birthday cards in the AdvisorStream library - https://bit.ly/3Yi0OVl #eCards #ClientEngagement #FinancialAdvisors

Personalize your marketing by celebrating seasonal holidays and key moments in your client's life - https://bit.ly/4gYa7kK We're excited to announce new Rosh Hashanah greeting cards. Learn more at - https://bit.ly/4gYa7kK #eCards #FinancialAdvisors #ClientEngagement

42% of investors wish their advisor would personalize communications more. Join our webinar on October 29th to discover how AdvisorStream's AI can help you create personalized marketing without adding to your workload. Reserve your spot at - https://bit.ly/3ZLzmR6 #FinancialAdvisors #AIMarketing #AdvisorGrowth #ClientEngagement

1 day to go - Don’t miss our insightful session on humanizing your marketing strategy with automated greeting cards. Learn how to create meaningful connections, strengthen client relationships, and build lasting loyalty through the power of personalized, automated touchpoints. Register now - https://bit.ly/4dkGM0O #FinancialAdvisors #ClientEngagement #RelationshipBuilding #AutomatedMarketing

Metric
Company Name	AdvisorStream	AssetMark	FA Match	Envestnet \| Yodlee
Symbol
MSH ID	COM:ADVISORSTREAM	COM:ASSETMARK	COM:FAMATCH	COM:YODLEE
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Commercial & Professional Services	Financial Services & Finance	Financial Services & Finance	Data Aggregation and Analytics
Industry	Marketing Technology	Wealth Management	Financial Technology	Financial Technology
Country	US	US	US	US
Stage	Debt Financing
Employee Count				438
Website	advisorstream.com	assetmark.com	famatch.com	yodlee.com
LinkedIn	advisorstream		famatch	yodlee
Founders

Metric
Market Cap
Enterprise Value
Monthly Web Traffic	142.16K	1.05K	1.37M
Web Traffic Growth	-0.19	6.28	-0.25
Valuation
Raised Capital	1.52M

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Revenue 2026

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Revenue Growth (NTM)
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EBITDA Growth (LTM)
Net Income Growth (LTM)
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Metric
Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

ADVI

COM:ADVISORSTREAM

AdvisorStream

Company Overview

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Rule of 40 (LTM)
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SG&A to Revenue