AdvisureIQ
AdvisureIQ is a planning advisory and data analytics consultancy serving mid-market companies with $10M-$100M in revenue, primarily in Southern California. It delivers data virtualization, reporting visualization, FP&A advisory, and AI implementation services, reselling third-party platforms such as PlanGuru, Prophix, Centage, Celigo, Skyvia, and Polytomic.
- Company typePrivate
- Founded2025
- HeadquartersCarlsbad, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What AdvisureIQ does
AdvisureIQ, Inc. is a private planning advisory and data analytics consultancy founded in mid-2025 by David Van Horn, CPA, and headquartered in Carlsbad, California. The firm targets mid-market organizations with $10 million to $100 million in annual revenue, along with small and midsize businesses and companies with complex multi-entity consolidation needs, primarily across San Diego, Orange, and Los Angeles counties in Southern California.
The company's delivery is organized around a 'Clarity Through Connected Intelligence' framework comprising six branded service modules: ConnectIQ (data virtualization), InsightIQ (data analytics and reporting visualization), OptimizeIQ (process implementation and improvement), SupportIQ (analytics-as-a-service), LaunchIQ (system deployment), and IntelligenceIQ (AI implementation services). Advisory offerings include the Decision-Readiness Scorecard, Connected Intelligence Health Check, Clarity Quick Start, and a Planning Readiness Assessment tool. AdvisureIQ applies a 'Decision Frameworks First, Data and Tools Second' methodology that designs data, integration, and reporting environments to support leadership decisions before technology selection, with a stated satisfaction guarantee on outcomes.
Revenue is generated primarily through time-boxed professional services engagements (typically 30-70 hours, 2-6 weeks) and complemented by a software resale stream via an authorized Value Added Reseller relationship with PlanGuru. AdvisureIQ integrates and resells third-party FP&A and data platforms — Prophix One, Centage, PlanGuru, Skyvia, Celigo, and Polytomic — within client engagements. The go-to-market is sales-led and relationship-driven, positioning AdvisureIQ as a trusted advisor alongside lawyers and accountants, supported by content marketing (blog, 'Beyond the Guesswork' newsletter, video library) and partner co-marketing. The firm is founder-owned with no disclosed external funding, has a small leadership team, and has signaled intent to expand geographically into Europe and Asia.
AdvisureIQ firmographics
Firmographics- Name
- AdvisureIQ
- Legal name
- AdvisureIQ, Inc.
- Website
- https://advisureiq.com
- Company type
- Private
- Founded year
- 2025
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- AdvisureIQ is a planning advisory and data analytics consultancy serving mid-market companies with $10M-$100M in revenue, primarily in Southern California. It delivers data virtualization, reporting visualization, FP&A advisory, and AI implementation services, reselling third-party platforms such as PlanGuru, Prophix, Centage, Celigo, Skyvia, and Polytomic.
- Ownership category
- akta.pro rank
AdvisureIQ industry classification
Industry- Product category
- Management Consulting Services
- NAICS
- Computer Systems Design and Related Services (5415), Computer Systems Design Services (541512), Computer Systems Design and Related Services (54151)
- SIC
- Services-Computer Integrated Systems Design (7373), Services-Management Consulting Services (8742)
- akta.pro primary industry
- Enterprise Application Reporting, BI & Analytics Enablement (BPAEAGAK)
- akta.pro secondary industries
- Enterprise Integration, iPaaS & Middleware Services (API/EDI) (BPAEAGAH), ERP/CRM/HRIS Implementation & Integration (BPAEAAAE)
Keywords
Where AdvisureIQ is headquartered
LocationHeadquarters
- HQ city
- Carlsbad
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
AdvisureIQ business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Professional Advisory Services: Long-term consulting and advisory engagements focused on planning, forecasting, and performance management. Services include data integration, enterprise reporting, planning advisory, and implementation support delivered through time-boxed professional services engagements with clear outcome definitions.
- Software Resale (VAR): As an authorized Value Added Reseller for PlanGuru, AdvisureIQ resells budgeting and forecasting platform licenses alongside implementation and consulting services, expanding market reach for SMB solutions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Decision-Readiness Scorecard - Primary executive engagement for organizations needing strategic planning support |
| Other | Multi-year contract | Connected Intelligence Health Check - Structured assessment for organizations with planning and reporting struggles |
| Other | Multi-year contract | Clarity Quick Start - Focused engagement for dashboard modernization |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
AdvisureIQ product offering
Product offeringCore offering
AdvisureIQ provides planning advisory, data analytics, and business intelligence consulting services to mid-market organizations through six branded service modules: ConnectIQ (data virtualization), InsightIQ (analytics and reporting visualization), OptimizeIQ (process improvement), SupportIQ (Analytics-as-a-Service), LaunchIQ (system deployment), and IntelligenceIQ (AI implementation). The firm also delivers three time-boxed advisory engagements (Decision-Readiness Scorecard, Connected Intelligence Health Check, Clarity Quick Start) and integrates third-party FP&A and data integration platforms into client engagements.
Product overview
AdvisureIQ is a planning advisory and data analytics consultancy offering a suite of branded service modules under its Clarity Through Connected Intelligence framework. The core offering consists of ConnectIQ (Data Virtualization), InsightIQ (Data Analytics and Reporting Visualization), OptimizeIQ (Process Implementation & Improvement), SupportIQ (Analytics as a Service), LaunchIQ (System Deployment), and IntelligenceIQ (Cognitive AI Services). Advisory offerings include Decision-Readiness Scorecard, Connected Intelligence Health Check, and Clarity Quick Start. The company also offers a Planning Readiness Assessment tool and publishes the Beyond the Guesswork newsletter. AdvisureIQ does not sell standalone software products; instead, it implements and integrates third-party FP&A platforms (Prophix One, Centage, PlanGuru) and data integration tools (Skyvia, Celigo, Polytomic) within its client engagements.
Differentiator
Problem solved
Functional benefit
Products and services
- Decision-Readiness Scorecard A primary executive advisory engagement for mid-market organizations needing strategic planning support. The senior-led, time-boxed engagement is designed to determine whether current data, planning, forecasting, and performance management can support upcoming decisions. Delivered over 4 to 6 weeks with a satisfaction guarantee.
- Connected Intelligence Health Check A structured advisory engagement that assesses data, systems, and processes to explain why planning and reporting struggles exist and what to fix first. Delivered over 3 to 5 weeks (50 to 70 hours) and produces a prioritized improvement roadmap for organizations with planning and reporting struggles.
- Clarity Quick Start A focused Power BI and Tableau modernization engagement (approximately 30 to 45 hours, 2 to 4 weeks) that restores confidence in existing reporting through cleaned and aligned data, simplified visuals, and dashboards reflecting how leadership runs the business.
- SupportIQ (Analytics as a Service) Analytics-as-a-Service (AaaS) subscription offering providing ongoing insights and reporting through a flexible subscription service that grows with the business. Targets mid-market organizations that want expert analytics without fixed overhead.
- PlanGuru Resale and Implementation Authorized Value Added Reseller and implementation services for PlanGuru's budgeting and forecasting platform, combining data integration and analytics consulting with three-way forecasting, rolling projections, and dynamic scenario planning capabilities for small and midsize organizations.
Quantifiable outcome
- Finance teams shift from reconciling reports to running scenarios and advising leadership
- +1 more outcomes
Companies that use AdvisureIQ
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles2 records
AdvisureIQ technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
AI capability1 record
Feature3 records
AdvisureIQ partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core.
- PolytomiccoreStrategic partnership with Polytomic, the world's first Anywhere ETL platform. Partnership brings Polytomic's real-time data movement capabilities into AdvisureIQ's planning advisory practice, synchronizing information across databases, data warehouses, and business applications without manual intervention. Polytomic powers ETL workloads for fast-growing companies including Cursor, Vanta, and Vercel.
- ProphixcoreStrategic partnership with Prophix, a global leader in financial performance management. AdvisureIQ integrates the Prophix One AI-powered Autonomous Finance Platform into client engagements, combining AdvisureIQ's data integration and planning advisory services with Prophix's AI-powered budgeting, forecasting, consolidation, and reporting capabilities.
- SkyviacoreStrategic partnership integrating Skyvia's no-code cloud data integration platform with AdvisureIQ's planning, forecasting, and data architecture services. Partnership gives mid-market finance and operations teams access to 200+ pre-built connectors enabling ETL, ELT, Reverse ETL, data warehousing, data synchronization, and workflow automation across cloud applications and databases including Salesforce, NetSuite, QuickBooks Online, and Microsoft SQL Server.
- CeligocoreStrategic partnership with Celigo, an intelligent automation platform recognized as a 2026 Gartner Magic Quadrant Visionary for iPaaS. Celigo's integration platform is incorporated alongside AdvisureIQ's data integration, enterprise reporting, and planning advisory services. Joint engagements focus on organizations running Oracle NetSuite and comparable cloud ERP platforms, offering pre-built integration templates and automated workflows.
- PlanGurucoreStrategic Value Added Reseller (VAR) partnership effective Q1 2026. AdvisureIQ serves as authorized reseller and implementation partner for PlanGuru's budgeting and forecasting platform, combining data integration and analytics consulting services with PlanGuru's three-way forecasting, rolling projections, and dynamic scenario planning capabilities.
- CentagecoreStrategic partnership integrating Centage's cloud-based budgeting, forecasting, and reporting platform into AdvisureIQ's planning advisory and data analytics consultancy. Partnership helps mid-market finance teams transition from spreadsheet-driven operations to data-informed planning, with Centage integrating directly with leading ERP systems including NetSuite.
Scale indicators3 records
Recent moves1 record
Expansion highlights5 records
AdvisureIQ competitors and assessment
Company assessmentDirect peers
- Analytics8: Analytics8 is a boutique data and analytics consulting firm focused on data strategy, BI, and data engineering for mid-market and enterprise clients. Closely comparable to AdvisureIQ as a smaller, specialized data advisory competitor targeting similar buyer profiles.
- Hitachi Solutions: Hitachi Solutions is a global consulting firm specializing in Microsoft Dynamics ERP, Power BI, and data analytics implementations. Comparable to AdvisureIQ in delivering BI, ERP integration, and analytics advisory to mid-market and enterprise clients with Microsoft ecosystem partnerships.
- Riveron: Riveron is a finance and technology consulting firm serving middle-market companies with FP&A, ERP, and data analytics implementations. Directly comparable to AdvisureIQ's mid-market FP&A advisory and BI enablement focus, with broader scale and private-equity backing.
- RGP (Resources Connection): RGP is a publicly traded professional services firm specializing in finance, accounting, risk, and technology consulting with deep mid-market exposure. Closely comparable to AdvisureIQ in delivering on-demand finance and technology advisory across the mid-market, though RGP operates a much larger consultant bench.
- Slalom: Slalom is a global consulting firm with a strong data, analytics, and business intelligence practice serving mid-market and enterprise clients. Highly comparable to AdvisureIQ in targeting mid-market finance and operations buyers with BI, planning, and integration services, though Slalom operates at materially greater scale and geographic breadth.
- Insight Digital (Insight Enterprises): Insight Digital, the services arm of Insight Enterprises, provides data analytics, BI, and intelligent automation consulting with strong platform partnerships (Microsoft, Tableau). Directly comparable to AdvisureIQ's Power BI/Tableau modernization and iPaaS-driven integration practice, though at much greater scale.
Broad incumbents
- Wipfli: Wipfli is a top-25 U.S. accounting and advisory firm with a strong technology and outsourcing practice serving mid-market organizations. Comparable to AdvisureIQ in providing BI, ERP, and FP&A advisory to similar buyer profiles, with significantly more delivery capacity.
- Baker Tilly: Baker Tilly is a top-15 U.S. advisory firm with a dedicated digital, technology, and analytics practice serving mid-market clients. Comparable to AdvisureIQ in targeting mid-market FP&A and BI buyers, with a much larger delivery footprint and broader service portfolio.
- Plante Moran: Plante Moran is one of the largest U.S. mid-market accounting and business consulting firms with established technology and analytics advisory practices. Comparable to AdvisureIQ in serving mid-market CFOs and finance leaders but operating with substantially greater scale.
- BDO USA: BDO USA is a major mid-market accounting and advisory firm with technology, digital, and data analytics practices that compete for the same finance transformation engagements. A broad incumbent serving larger mid-market clients with deeper bench and global footprint.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks7 records
Key highlights6 records
Customer concentration
AdvisureIQ social profiles
Digital presenceAdvisureIQ financial estimates
Financial estimateRevenue estimate
Valuation estimate
AdvisureIQ leadership team
Management profileNumber of profiles
Profiles2 records
AdvisureIQ funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
AdvisureIQ 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 AdvisureIQ
What does AdvisureIQ do?
AdvisureIQ provides planning advisory, data analytics, and business intelligence consulting services to mid-market organizations through six branded service modules: ConnectIQ (data virtualization), InsightIQ (analytics and reporting visualization), OptimizeIQ (process improvement), SupportIQ (Analytics-as-a-Service), LaunchIQ (system deployment), and IntelligenceIQ (AI implementation). The firm also delivers three time-boxed advisory engagements (Decision-Readiness Scorecard, Connected Intelligence Health Check, Clarity Quick Start) and integrates third-party FP&A and data integration platforms into client engagements.
Is AdvisureIQ a public or private company?
AdvisureIQ is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was AdvisureIQ founded?
AdvisureIQ was founded in 2025. It employs 1 to 10 people.
Where is AdvisureIQ based?
AdvisureIQ is headquartered in Carlsbad, United States, in the North America region.
How does AdvisureIQ make money?
Two revenue lines are on record. Professional Advisory Services are the primary driver. The others are software Resale (VAR).
Who are AdvisureIQ's main competitors?
Direct peers on record are Analytics8, Hitachi Solutions, Riveron, RGP (Resources Connection), Slalom and Insight Digital (Insight Enterprises). Broad incumbents are Wipfli, Baker Tilly, Plante Moran and BDO USA.
Does AdvisureIQ have an API?
No public API is recorded for AdvisureIQ.
What industry is AdvisureIQ in?
AdvisureIQ's product category is Management Consulting Services. Its primary akta.pro industry code is BPAEAGAK, Enterprise Application Reporting, BI & Analytics Enablement, with a secondary code of BPAEAGAH, Enterprise Integration, iPaaS & Middleware Services (API/EDI). Its NAICS code is 5415 and its SIC code is 7373.