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Founded in 2001, Interactive Advisory Software is the industry‚„s leading wealth management software company, serving the needs of independent financial advisors and broker/dealers nationwide. From its inception, the motivation behind the company‚„s ‚…"one solution‚‚ technology platform has been to help clients manage and grow their businesses with minimum hassle and maximum efficiency. The Interactive wealth servicing software solution combines Portfolio Management, Financial Planning, Customer Relationship Management (CRM), Back Office Services/Reconciliation, Client Access Portals and Rebalancing.
Total funding
~$13M
HQ 🇺🇸
Marietta, United States
Status
Acquired
People
John Philpott
Chief Executive Officer
John Philpott
Chief Executive Officer
Larry Grimm
Chief Financial Officer
Stephen M Derbis
Chief Technology Officer
David W Grace
Managing Director
Nathan Berk
Chief Executive Officer
Herzl Hyton
Chief Executive Officer
Donald H Totter
Chief Executive Officer
Eric S Eason
Chief Technology Officer
Glenn S Flego
Executive Vice President
Investors
Hanlon Investment Management
TTV Capital
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