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Interactive Advisory Software


Acquired | Acquired

Total Raised


About Interactive Advisory Software

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.

Headquarters Location

1110 Northchase Parkway Suite 250

Marietta, Georgia, 30067,

United States

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Expert Collections containing Interactive Advisory Software

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Interactive Advisory Software is included in 3 Expert Collections, including Wealth Tech.


Wealth Tech

1,981 items

A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.


Capital Markets Tech

834 items

Companies in the capital markets tech space are providing software and/or services for investment banks, hedge funds, investment managers, and so forth. Companies included use technology across the front, middle, and back-offices and streamline all pre- and post-trade operations.



7,565 items

US-based companies

Latest Interactive Advisory Software News

Interactive Advisory Software acquired by Hanlon Financial Group

May 11, 2016

Acquisition will provide access to additional resources and expertise, foster growth Sep 17, 2012 @ 5:30 pm By Davis Janowski It sounded like a very strange marriage at first.I heard last month that Hanlon Financial Group was acquiring the all-in-one technology provider Interactive Advisory Software.After speaking with Hanlon's founder I think it could end up being a good move, especially for the latter, which has grown its market footprint slowly over the years. Hanlon, the large registered investment advisory announced their acquisition of Interactive Advisory Software Inc. on the 15th of August.Hanlon Financial Group is an affiliate of Hanlon Investment Management, Inc., a registered investment adviser with $3.4 Most Popular

Interactive Advisory Software Frequently Asked Questions (FAQ)

  • Where is Interactive Advisory Software's headquarters?

    Interactive Advisory Software's headquarters is located at 1110 Northchase Parkway, Marietta.

  • What is Interactive Advisory Software's latest funding round?

    Interactive Advisory Software's latest funding round is Acquired.

  • How much did Interactive Advisory Software raise?

    Interactive Advisory Software raised a total of $13.55M.

  • Who are the investors of Interactive Advisory Software?

    Investors of Interactive Advisory Software include Hanlon Investment Management and TTV Capital.

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