Advisor.com operates an online marketplace where proprietary AI-powered matching technology pairs investors with fiduciary financial advisors aligned to their goals and preferences. The platform rigorously screens advisors on regulatory history, assets under management, client ratios, and third-party reviews, and already counts Creative Planning, Edelman Financial Engines, Empower, Pure Financial, United Capital, and Vanguard among its network. Advisor.com primarily targets the large segment of professionals with less than $500,000 in investable assets who are underserved by traditional advisory channels. Beyond the marketplace, the company runs Advisor Wealth Management (AWM), a rapidly growing registered investment adviser that blends automated insights with human guidance. Founder Hunter Stunzi previously built and sold online lending marketplace SnapCap to LendingTree in 2017. Headquartered in Charleston, S.C., the firm aims to scale both customer acquisition and advisor enrollment while continuously enhancing its AI capabilities with the new capital.

Total raised

$9M

Funding rounds

1

Latest round

Seed

Latest activity

Sep 2025