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Advicent history
Advicent company history timeline
The first traces of what is now Advicent began in 1969 when CFP® Gus Hansch sought a better way to assist his clients in the financial planning process.
Although the name Advicent has only been around since December 2013, there are decades of financial planning technology experience behind our products.
Finally, in 2013, Zywave Financial renamed itself as Advicent Solutions and divested its insurance division – solidifying its exclusive focus on the financial services industry.
Advicent acquired leading Dutch financial services provider, Figlo, to expand its interactive, client-facing technology to strengthen the advisor-client relationship in 2014.
The Figlo acquisition led to the release of two new tools in 2015.
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Advicent competitors
| Company name | Founded date | Revenue | Employee size | Job openings |
|---|---|---|---|---|
| CDC Software | 2014 | - | 9 | - |
| Trintech | 1993 | $106.2M | 100 | - |
| ginnypulos | 1996 | $3.5M | 39 | - |
| TRIAD ADVISORS, INC. | - | $3.7M | 111 | - |
| Zywave | 1995 | $100.0M | 491 | - |
| Accruent | 1995 | $270.0M | 430 | - |
| Aptean | 2002 | $179.0M | 1,700 | 9 |
| Newscycle Solutions | 2006 | $270.0M | 750 | - |
| The Cobalt Group | 1995 | $140.0M | 653 | 21 |
| Principle Solutions Group | 2006 | $107.6M | 2 | - |
Advicent history FAQs
Zippia gives an in-depth look into the details of Advicent, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Advicent. The employee data is based on information from people who have self-reported their past or current employments at Advicent. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Advicent. The data presented on this page does not represent the view of Advicent and its employees or that of Zippia.
Advicent may also be known as or be related to Advicent, Advicent Solutions and Advicent Solutions, LP.