Advis Network

What Advis Network does

Advis Network, Inc. is a private financial-data software company founded in 2022 and headquartered in East Olympia, Washington, that builds cloud-based analytics and compliance tools for Unit Investment Trusts (UITs). The platform provides daily performance calculations, risk metrics, benchmark comparisons, and a proprietary trademarked rating system called AdFi Score™, which ranks each UIT within an automatically determined peer group based on asset class and investment strategy. Raw pricing data is sourced directly from UIT issuers and continuously verified, enabling coverage of the entire UIT universe across all major sponsors including First Trust, Guggenheim, Invesco, SmartTrust, and AAM. The product surface includes a popular cross-issuer Comparison Tool, a nightly Daily Scorecard, dedicated analytics for buffered and defined-outcome UITs, and an enterprise Data Feeds add-on that delivers comprehensive monthly spreadsheets for institutional due diligence.

The company operates a hybrid go-to-market combining product-led growth through self-serve signup and a free trial for individual financial advisors with an enterprise field-sales motion targeting home offices and wealth-management institutions. Pricing is not publicly disclosed but follows a freemium/subscription SaaS model, with the enterprise Data Feeds product representing a higher-tier offering aimed at reducing institutional due-diligence timelines from weeks to days or hours. Advis Network positions itself as the only sponsor-agnostic, full-universe source of high-quality UIT data, serving primarily individual financial advisors and registered investment advisors who need objective, compliance-ready documentation for UIT selection, with secondary support for home offices running institutional product review processes.

The business is early-stage, with 1-10 employees, no disclosed funding rounds, no public revenue figures, and no documented leadership hires, acquisitions, or partnerships. Its competitive advantage rests on comprehensive issuer data coverage, a trademarked rating methodology, and deep domain specialization in an underserved corner of the wealth-management technology stack, while key risks include dependence on a small set of UIT issuers for data supply and the absence of disclosed capital to accelerate go-to-market.

Name

Advis Network

Legal name

Advis Network, Inc.

Website

https://advisnetwork.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Short description

Advis Network is a private SaaS company providing cloud-based data, analytics, and compliance tools that help financial advisors and home offices evaluate, compare, and select Unit Investment Trusts across all major sponsors.

Ownership category

akta.pro rank

Headquarters

HQ city

East Olympia

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Subscription: Subscription-based access to the Advis Network platform providing data analytics, AdFi Score ratings, comparison tools, and daily scorecards for Unit Investment Trust selection and monitoring.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Advis Network provides a cloud-based analytics and compliance platform for Unit Investment Trusts (UITs), delivering sponsor-agnostic daily performance data, risk metrics, and peer-group benchmarking to financial professionals. Its flagship AdFi Score™ rating system, comparison tools, daily scorecards, and enterprise data feeds enable advisors and home offices to conduct UIT due diligence in days or hours instead of weeks.

Product overview

Advis Network is a unified platform providing modern data and compliance tools for Unit Investment Trusts (UITs). The core platform centers on the AdFi Score™ rating system combined with analysis tools, comparison tools, and daily scorecards that provide financial professionals with daily performance metrics, risk analysis, and peer-group benchmarking. The platform is designed for the entire UIT universe, offering sponsor-agnostic data sourced directly from issuers. Enterprise customers can access Data Feeds as a monthly spreadsheet add-on for comprehensive due diligence. Additional features include Defined Outcome Tools for buffered UIT products.

Differentiator

Problem solved

Functional benefit

Products and services

• AdFi Score™ A transparent and objective daily rating system that gives financial professionals a single number to demonstrate prudent investment selection and monitoring of Unit Investment Trust strategies. Calculated daily with automatic peer-group ranking.
• UIT Comparison Tool Enables financial professionals to compare performance across different UIT strategies and issuers, showing performance differences between strategies over the entire strategy lifetime.
• Daily Scorecard A nightly-calculated scorecard that displays the best performing UITs across a variety of metrics including cumulative return and historical distribution rate, eliminating the need for manual calculations.
• Analysis Tools Modern tools that provide daily performance and risk metrics with benchmark comparison for an entire UIT strategy lifetime, not just individual trusts. Designed for financial advisors conducting performance and risk analysis.
• Defined Outcome Tools State-of-the-art analytics tools for buffered and other defined outcome style Unit Investment Trusts, accompanied by extensive educational learning materials for advisors.
• Enterprise Data Feeds Monthly spreadsheet providing all the due diligence data necessary for enterprise customers to evaluate new and existing UIT products, reducing due diligence time from weeks to days or hours.

Quantifiable outcome

• Due diligence time reduced from weeks to days or hours with enterprise data feeds
• +1 more outcomes

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• FactSet: FactSet provides financial data and analytics to institutional and advisor markets. Comparable as a major data and analytics incumbent that could extend into UIT analytics, with strong overlap on advisor-targeted quantitative tools.
• Morningstar: Morningstar is a broad investment data, research, and ratings provider serving advisors and institutions. Comparable as a ratings and analytics incumbent, with significant overlap on advisor-facing investment evaluation but spanning a far larger universe than UITs.
• Bloomberg: Bloomberg is a broad financial data, analytics, and terminal provider serving institutional and advisor markets. Comparable as an established financial data incumbent with the resources to enter specialized analytics categories like UIT evaluation.

Emerging players

• Vestwell: Vestwell is a digital retirement and managed-account platform for advisors. Comparable as a specialized SaaS serving financial advisors with structured product and account-level data, though focused on retirement rather than UITs.
• iCapital: iCapital operates an alternative investments platform for advisors and home offices. Comparable in targeting the same advisor and home office personas with structured-product data and analytics, though in alts rather than UITs.

Direct peers

• Addepar: Addepar is a wealth management data and analytics platform used by advisors and home offices. Comparable as a data-driven platform for investment selection and portfolio analysis, with similar home office and RIA buyer personas.
• Advisor360°: Advisor360° provides an integrated technology platform for wealth management firms, including data aggregation, analytics, and advisor workflows. Comparable in targeting the same home office and advisor segment with investment data and compliance support.
• Nitrogen (formerly Riskalyze): Nitrogen offers risk analytics, compliance, and proposal tools for financial advisors. Comparable because both target the same advisor persona with quantitative investment evaluation and compliance documentation workflows.
• YCharts: YCharts provides financial data, comparison tools, and screening analytics targeted at financial advisors and RIAs. Highly comparable to Advis Network's advisor-focused analytics and comparison functionality, although YCharts spans broader asset classes while Advis Network is UIT-specific.
• Orion Advisor Technology: Orion provides portfolio accounting, performance reporting, and advisor technology platforms. Comparable in serving financial advisors and home offices with data-driven decision support, though it operates at a much broader portfolio/accounting level.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/advis-network

Revenue estimate

Valuation estimate

Number of profiles

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 Advis Network