AdvisorPeak
AdvisorPeak, founded in 2012 and based in Layton, Utah, provides portfolio rebalancing, portfolio modeling, and trading software to financial advisors and wealth management firms as a small (11–50 employees) B2B SaaS vendor in the AdvisorTech category.
- Company typePrivate
- Founded2012
- HeadquartersLayton, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What AdvisorPeak does
AdvisorPeak is a private software company headquartered in Layton, Utah, that builds portfolio rebalancing, portfolio modeling, and trading software for financial advisors. Founded in 2012, the firm operates with a small team (11–50 employees) and targets registered investment advisors (RIAs), wealth management firms, and other financial advisory practices that need to systematically rebalance client portfolios against model strategies and execute trades across multiple custodians.
The company's product surface is concentrated in investment-management workflow automation. Core capabilities include automated rebalancing of client accounts against target model allocations, portfolio modeling tools for constructing and maintaining investment strategies, and trading software that supports trade generation and execution workflows. Collectively, these tools address the operational backbone of an advisory practice: keeping client portfolios aligned with strategic models while minimizing manual reconciliation and trade errors. The technology is positioned as B2B SaaS infrastructure for the AdvisorTech category, though deployment architecture (cloud vs. on-premise), integration breadth (custodian connectors, CRM, financial planning tools), and API capabilities are not publicly disclosed.
Business model details are not verifiable from available data. No pricing structure, customer logos, distribution channels, revenue figures, or ownership information have been disclosed. The company's website (advisorpeak.com) returned only a loading/verification page during source data collection, leaving a substantial information gap around customer base, revenue, ownership, and recent strategic activity. The firm has operated for 12+ years without disclosed external funding, suggesting a bootstrapped, capital-efficient operating profile typical of niche B2B SaaS vendors serving the RIA segment.
AdvisorPeak firmographics
Firmographics- Name
- AdvisorPeak
- Website
- https://advisorpeak.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- AdvisorPeak, founded in 2012 and based in Layton, Utah, provides portfolio rebalancing, portfolio modeling, and trading software to financial advisors and wealth management firms as a small (11–50 employees) B2B SaaS vendor in the AdvisorTech category.
- Ownership category
- akta.pro rank
AdvisorPeak industry classification
Industry- Product category
- Wealth Management Software
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Software Publishers (513210), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Investment Advice (6282), Services-Prepackaged Software (7372)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
- akta.pro secondary industries
- Portfolio Construction & Asset Allocation Advisory (FSAEAAAC), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Institutional Brokerage & Agency Execution (FSAEACAC)
Keywords
Where AdvisorPeak is headquartered
LocationHeadquarters
- HQ city
- Layton
- HQ country
- United States
- HQ region
- North America
Markets served
AdvisorPeak business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales
AdvisorPeak product offering
Product offeringCore offering
AdvisorPeak provides rebalancing software, portfolio modeling, and investment rebalancing and trading software built for financial advisors. The platform supports automated portfolio management workflows used by advisory practices to maintain target allocations and execute trades on behalf of clients.
Differentiator
Problem solved
Functional benefit
Products and services
- AdvisorPeak Rebalancing and Trading Software
Companies that use AdvisorPeak
Customer profileIdeal customer profiles1 record
AdvisorPeak technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AdvisorPeak competitors and assessment
Company assessmentDirect peers
- Orion Advisor Technology: One of the largest advisor-tech platforms offering portfolio rebalancing, trading, model management, and reporting — directly overlapping with AdvisorPeak's core rebalancing and trading functionality.
- Tamarac (Envestnet): Advisor rebalancing, trading, and reporting platform widely used by RIAs; competes head-to-head with AdvisorPeak for the same portfolio management workflow.
- Advyzon: Cloud-based advisor platform with portfolio management, rebalancing, and trading modules targeting small-to-mid RIAs — directly comparable scale and target customer to AdvisorPeak.
- Black Diamond (ICE): Performance reporting and rebalancing platform for advisors — overlaps with AdvisorPeak's portfolio management and trading workflow.
- Blaze Portfolio (Orion): Rebalancing, trading, and model management software for advisors — historically a direct specialist peer to AdvisorPeak in the rebalancing/trading category.
Broad incumbents
- Morningstar Office: Incumbent advisor workstation offering portfolio modeling, rebalancing, and research — a broader-suite alternative to AdvisorPeak's focused rebalancing/trading stack.
- Addepar: Wealth management platform for RIAs and family offices with portfolio analytics, rebalancing, and trading — operates at a larger scale and broader feature set than AdvisorPeak.
Emerging players
- Riskalyze: Risk assessment and proposal tool for advisors that has expanded into portfolio analytics — adjacent competitor sharing AdvisorPeak's RIA customer base.
- Pontera: Platform enabling advisors to manage held-away accounts; serves the same RIA customer base as AdvisorPeak, though focused on a different workflow.
- Wealthbox: CRM and practice-management platform for RIAs that has expanded into light portfolio workflows — adjacent competitor for the same small-to-mid RIA buyer.
Market position
Strengths3 records
Weaknesses3 records
Competitive moat1 record
Key risks4 records
Key highlights4 records
Customer concentration
AdvisorPeak social profiles
Digital presenceAdvisorPeak financial estimates
Financial estimateRevenue estimate
Valuation estimate
AdvisorPeak leadership team
Management profileNumber of profiles
AdvisorPeak funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
AdvisorPeak M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about AdvisorPeak
What does AdvisorPeak do?
AdvisorPeak provides rebalancing software, portfolio modeling, and investment rebalancing and trading software built for financial advisors. The platform supports automated portfolio management workflows used by advisory practices to maintain target allocations and execute trades on behalf of clients.
When was AdvisorPeak founded?
AdvisorPeak was founded in 2012. It employs 11 to 50 people.
Where is AdvisorPeak based?
AdvisorPeak is headquartered in Layton, United States, in the North America region.
Who are AdvisorPeak's main competitors?
Direct peers on record are Orion Advisor Technology, Tamarac (Envestnet), Advyzon, Black Diamond (ICE) and Blaze Portfolio (Orion). Broad incumbents are Morningstar Office and Addepar. Emerging players are Riskalyze, Pontera and Wealthbox.
Does AdvisorPeak have an API?
No public API is recorded for AdvisorPeak.
What industry is AdvisorPeak in?
AdvisorPeak's product category is Wealth Management Software. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of FSAEAAAC, Portfolio Construction & Asset Allocation Advisory. Its NAICS code is 523940 and its SIC code is 6282.