Fusion Advisor
Fusion Advisor is a private software firm that builds custom white-labeled client portals for independent financial advisors, RIAs, and family offices, with direct integrations to nine major custodians, and is developing a productized SaaS command center currently in beta.
- Company typePrivate
- Founded2006
- HeadquartersCarson City, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Fusion Advisor does
Fusion Advisor is a privately held software development firm, founded in 2006 and based in Carson City, Nevada, that builds custom white-labeled client portals for independent financial advisors, RIAs, family offices, and growing advisory firms. The company operates a boutique, high-touch model, explicitly taking on a limited number of bespoke portal builds annually, and is developing a productized 'Command Center' offering currently in closed beta. Distribution is entirely direct and inquiry-based, with no third-party channels or public pricing.\n\nThe platform is built on a proprietary foundation the company describes as 'versatile,' enabling faster custom builds versus starting from scratch. It offers direct data integrations to nine custodians and wealth platforms (Schwab, Fidelity, BNY Mellon/DAZL, National Financial, Interactive Brokers, AXOS, Folio, Orion, and Fanmail), with automated retrieval, parsing, and normalization, and additional integrations available on request. Core capabilities include custom imports for hard-to-track assets, mass statement upload for off-system accounts, household-level wealth organization, and white-label deployment on the client's own domain or subdomain. The value proposition is explicitly anti-template, positioning against generic templated portal solutions rather than competing on price or feature checklists.\n\nRevenue is generated through two streams: quote-based bespoke portal development engagements (multi-year contracts under a professional services model) and a planned subscription/SaaS model for the Command Center product once it exits beta. The company is led by founder Greg Kish, whose professional background is in sports revenue strategy rather than financial technology, and the firm also appears engaged in commercial strategy advisory outside wealth management (a 2026 partnership with Victory Live in the live events/ticketing sector). The 11-50 employee headcount and absence of external funding indicate a small, founder-led operating profile where strategic focus and capital availability are key constraints on the planned productization transition.
Fusion Advisor firmographics
Firmographics- Name
- Fusion Advisor
- Legal name
- Fusion Advisor
- Website
- https://fusionadvisor.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Fusion Advisor is a private software firm that builds custom white-labeled client portals for independent financial advisors, RIAs, and family offices, with direct integrations to nine major custodians, and is developing a productized SaaS command center currently in beta.
- Ownership category
- akta.pro rank
Fusion Advisor industry classification
Industry- Product category
- Advisor Client Portal Software
- NAICS
- Computer Systems Design and Related Services (54151), Portfolio Management and Investment Advice (523940)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Investment Advice (6282)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
- akta.pro secondary industry
- Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE)
Keywords
Where Fusion Advisor is headquartered
LocationHeadquarters
- HQ city
- Carson City
- HQ country
- United States
- HQ region
- North America
Markets served
Fusion Advisor business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales
Revenue model
- Custom Portal Development: Bespoke client portal builds for advisory firms requiring differentiated solutions. The company takes on a limited number of custom projects annually, suggesting a high-touch, premium-priced professional services engagement model.
- Productized Command Center (Planned): A productized command center for growing firms currently in beta development. Expected to follow a subscription or SaaS model once launched publicly.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom Portal Build - Bespoke engagement |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels2 records
Fusion Advisor product offering
Product offeringCore offering
Fusion Advisor is a software development firm that builds custom, white-labeled client portals for independent financial advisors, RIAs, family offices, and growing advisory firms. The portals sit on a proprietary versatile foundation and include direct data integrations that automatically retrieve, parse, and normalize data from major financial custodians (Schwab, Fidelity, BNY Mellon, National Financial, Interactive Brokers, AXOS, Folio, Orion, Fanmail). They also offer household-level wealth organization, custom imports for hard-to-track assets, mass statement upload for off-system accounts, and white-labeling on the firm's own domain or subdomain. A productized Command Center for growing firms is in beta.
Product overview
Fusion Advisor offers a portfolio of custom client portal solutions and a productized command center. Custom Client Portals is their core bespoke offering, building white-labeled portals on a proprietary foundation they own. The Command Center is a standardized, productized version targeting growing RIAs and family offices that want similar functionality without a custom build. Both offerings integrate directly with major financial data providers to retrieve, parse, and normalize firm data.
Differentiator
Problem solved
Functional benefit
Products and services
- Custom Client Portals Bespoke client portal builds for independent advisors, RIAs, family offices, and growing firms. Powered by existing reporting data, the portals feature custom imports for hard-to-track assets, mass statement upload for off-system accounts, household-level organization, white-labeling on the firm's own domain or subdomain, and presentation of client wealth in the firm's own way. Extends to related advisors within the firm. Available in advisor-facing, client-facing, or both configurations.
- Command Center A productized command center for growing advisory firms that do not need a full custom build. Provides a unified dashboard for advisors with similar functionality to the custom portals, built for firms that asked for a standardized offering. Currently in closed beta with invite/waitlist access.
Companies that use Fusion Advisor
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles3 records
Fusion Advisor technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
Feature4 records
Fusion Advisor partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core.
- Victory LivecoreFusion Advisors partnered with Victory Live, a ticketing technology and analytics company founded by Sam Soni, to advance Victory Live's commercial strategy. Victory Live operates the Victory Live One platform managing millions of tickets for live event rightsholders and professional ticket resellers across sports, concerts, and theatre events. The partnership supports Victory Live's continued growth in the live events sector.
- SchwabcoreDirect data integration partner. Fusion Advisor retrieves, parses, and normalizes data from Schwab custodian accounts for display in client portals.
- FidelitycoreDirect data integration partner. Fusion Advisor retrieves, parses, and normalizes data from Fidelity custodian accounts for display in client portals.
- BNY Mellon (DAZL)coreDirect data integration partner. Fusion Advisor retrieves, parses, and normalizes data from BNY Mellon/DAZL custodian accounts for display in client portals.
- National FinancialcoreDirect data integration partner. Fusion Advisor retrieves, parses, and normalizes data from National Financial custodian accounts for display in client portals.
- Interactive BrokerscoreDirect data integration partner. Fusion Advisor retrieves, parses, and normalizes data from Interactive Brokers accounts for display in client portals.
- AXOScoreDirect data integration partner. Fusion Advisor retrieves, parses, and normalizes data from AXOS Bank accounts for display in client portals.
- FoliocoreDirect data integration partner. Fusion Advisor retrieves, parses, and normalizes data from Folio custodian accounts for display in client portals.
- OrioncoreDirect data integration partner. Fusion Advisor retrieves, parses, and normalizes data from Orion portfolio management platform for display in client portals.
- FanmailcoreDirect data integration partner. Fusion Advisor retrieves, parses, and normalizes data from Fanmail for display in client portals.
Scale indicators3 records
Recent moves4 records
Expansion highlights5 records
Fusion Advisor competitors and assessment
Company assessmentMarket position
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Fusion Advisor social profiles
Digital presenceFusion Advisor financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fusion Advisor leadership team
Management profileNumber of profiles
Profiles1 record
Fusion Advisor funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fusion Advisor 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 Fusion Advisor
What does Fusion Advisor do?
Fusion Advisor is a software development firm that builds custom, white-labeled client portals for independent financial advisors, RIAs, family offices, and growing advisory firms. The portals sit on a proprietary versatile foundation and include direct data integrations that automatically retrieve, parse, and normalize data from major financial custodians (Schwab, Fidelity, BNY Mellon, National Financial, Interactive Brokers, AXOS, Folio, Orion, Fanmail). They also offer household-level wealth organization, custom imports for hard-to-track assets, mass statement upload for off-system accounts, and white-labeling on the firm's own domain or subdomain. A productized Command Center for growing firms is in beta.
Is Fusion Advisor a public or private company?
Fusion Advisor is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Fusion Advisor founded?
Fusion Advisor was founded in 2006. It employs 11 to 50 people.
Where is Fusion Advisor based?
Fusion Advisor is headquartered in Carson City, United States, in the North America region.
How does Fusion Advisor make money?
Two revenue lines are on record. Custom Portal Development is the primary driver. The others are productized Command Center (Planned).
Does Fusion Advisor have an API?
No public API is recorded for Fusion Advisor.
What industry is Fusion Advisor in?
Fusion Advisor's product category is Advisor Client Portal Software. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of FSAAAAAE, Hybrid Advice (Advisor + Digital) Platforms. Its NAICS code is 54151 and its SIC code is 7370.