What Gradvisor does

Gradvisor is an SEC-registered investment advisor founded in 2015 and headquartered in Miami, Florida. The firm operates as a private, for-profit entity with a headcount in the 11-50 range and is led by co-founder and CEO Marcos Cordero. As a registered investment advisor, Gradvisor is subject to fiduciary obligations under SEC oversight, distinguishing it from broker-dealers operating under Regulation Best Interest, and its revenue model is therefore presumed to be fee-based (fee-only or fee-based advisory fees) rather than transaction-commission driven, though specific fee schedules are not publicly disclosed.

The publicly available source material reviewed for this profile does not document Gradvisor's specific product suite, technology stack, distribution channels, partnerships, or pricing. No funding rounds, acquisitions, app releases, AI capabilities, or named customer segments are disclosed in the input. A referenced article on the .Market directory site is a generic educational piece on selecting an investment advisor and does not describe Gradvisor-specific offerings. Consequently, the functional depth of Gradvisor's advisory services — whether focused on financial planning, portfolio management, tax strategy, estate planning, or a hybrid offering — cannot be verified from the provided data.

For diligence purposes, the core unknowns are: (i) AUM and client count, which govern revenue under an AUM-fee model; (ii) the specific mix of services and any proprietary technology or robo-advisory overlay; (iii) customer segmentation between retail, mass-affluent, HNW, and institutional; and (iv) competitive positioning against larger national RIAs and digital wealth platforms. The firmographic record indicates a long operating history (founded 2015) and a stable small-team structure, but the absence of growth signals, funding events, or strategic disclosures limits the ability to assess momentum or trajectory from the source data alone.

Name

Gradvisor

Website

https://gradvisor.com

Company type

Private

Founded year

2015

Headcount range

11–50 employees

Short description

Gradvisor is a Miami-based, SEC-registered investment advisor founded in 2015, serving individual investors with fiduciary-standard advisory services through a small team led by co-founder and CEO Marcos Cordero.

Ownership category

akta.pro rank

Headquarters

HQ city

Miami

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Core offering

Gradvisor is an SEC-registered investment advisor that delivers ongoing, personalized financial guidance and portfolio management services to clients under a fiduciary standard. Its work spans asset allocation, periodic rebalancing, risk management, financial planning, and coordination with specialists such as tax and estate advisors to support long-term wealth-building and retirement strategies.

Product overview

No product or service information for Gradvisor is available in the provided source data. The source content is a general educational article about choosing investment advisors, published on a .Market directory site, which discusses investment advisory concepts such as fiduciary duty, credentials, fees, portfolio management, and financial planning at an industry level rather than describing Gradvisor's specific offerings.

Differentiator

Problem solved

Functional benefit

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Direct peers

• Carson Group: Carson Group partners with independent advisors and serves retail clients through its own wealth management and advisory offerings. Comparable to Gradvisor as an SEC-registered advisory firm focused on personal investors and financial planning.
• Mariner Wealth Advisors: Mariner is a large independent RIA providing investment advisory, financial planning, and tax services. Comparable to Gradvisor as an independent, fee-based advisory firm, though operating at much larger scale and breadth of services.
• Betterment: Betterment is a leading robo-advisor offering automated investment management and access to human advisors. Competes for the same retail and mass-affluent clients as Gradvisor, but with a primarily automated, lower-cost delivery model.
• Wealthfront: Wealthfront provides automated, algorithm-driven investment advisory and financial planning. A direct competitor to Gradvisor in the investment-advice category, differentiated by its fully digital, low-fee model.
• Facet Wealth: Facet Wealth is a flat-fee, SEC-registered RIA that delivers personalized financial planning and investment advice via a remote, tech-enabled model. Comparable to Gradvisor in target segment, fee model, and digital-first delivery.
• Empower Personal Dashboard: Empower (formerly Personal Capital) combines a free financial dashboard with paid human advisor services for HNW clients. Closely comparable to Gradvisor as a hybrid digital-plus-advisor investment advisory firm targeting mass-affluent and HNW investors.

Broad incumbents

• Edelman Financial Engines: Edelman Financial Engines combines one of the largest independent RIAs with a national advisor network, offering investment advisory and planning. Comparable to Gradvisor in core service offering, but with significantly larger scale and brand presence.
• Vanguard Personal Advisor Services: Vanguard's hybrid robo-plus-human advisory service competes in the same fiduciary, fee-based investment-advice category as Gradvisor, with low-cost fund access and broad brand recognition.
• Fidelity Wealth Services: Fidelity's wealth management arm offers personalized investment advisory and planning services to retail and HNW clients. Comparable to Gradvisor in service scope but vastly larger in scale, brand, and product breadth.
• Schwab Wealth Advisory: Charles Schwab's advisory offering combines digital tools with dedicated advisors for retail and HNW clients. Directly comparable to Gradvisor's SEC-registered investment advisory model, but operates at vastly larger scale with a national footprint.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights4 records

Customer concentration

• Xx.com/GradvisorHQ

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Gradvisor