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Advicent is a Wisconsin-based financial planning software developer that delivers cash flow analysis and related solutions for industries such as banking and insurance. Read more

Angela Pecoraro's photo - CEO of Advicent


Angela Pecoraro

CEO Approval Rating










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Personal Capital has been one of Advicent's top competitors. Personal Capital is a Private company that was founded in 2009 in Redwood City, California. Like Advicent, Personal Capital also competes in the Fintech sector. Compared to Advicent, Personal Capital has 255 more employees.

MoneyGuide is seen as one of Advicent's biggest rivals. MoneyGuide is a Private company that was founded in Powhatan, Virginia in 1985. Like Advicent, MoneyGuide also operates in the Fintech sector. MoneyGuide has 78 fewer employees vs. Advicent.

eMoney is perceived as one of Advicent's biggest rivals. eMoney was founded in Radnor, Pennsylvania} in 2000. Like Advicent, eMoney also competes in the Fintech space. Compared to Advicent, eMoney generates $45M more revenue.


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Growth Score - 1/1

Is $25M a good estimate for Advicent's revenue?

Advicent Acquisitions

No recent acquisitions found related to Advicent

Advicent Funding History

No recent funding data found related to Advicent

Advicent Investments

No recent investments found related to Advicent

Advicent News

August 31, 2020Benzinga

Advicent selects MX to enhance account aggregation capabilities in NaviPlan client portal

MILWAUKEE, Aug. 31, 2020 /PRNewswire/ -- Advicent today announced a strategic relationship with MX, t... See more »
December 18, 2019planadviser

Advicent Delivers More Accurate Health Care Cost Projections

It has launched NaviPlan 19.3 to help advisers better demonstrate their value.The post Advicent Deliv... See more »
October 24, 2018WorldNews

Advicent Debuts NaviPlan® Client Report Editor Enhancement for Enterprise Users at T3 Enterprise Conference

Large firms will have unrivaled home-office control over client report content and configuration LAS ... See more »
August 6, 2018BizTimes

Angela Pecoraro

Getting to know a Milwaukee-area executive better.... See more »
December 4, 2017Benzinga

Advicent announces new financial planning software and client portal updates

Milwaukee, WI, Dec. 04, 2017 (GLOBE NEWSWIRE) -- Advicent, a leading provider of financial planning t... See more »
August 16, 2017Financial Planning

Advisor software firms find a consulting role

Advicent's new CEO says enterprise clients are seeking advice on how to transition to a digital era.... See more »
August 7, 2017Crowdfund Insider

Envestnet Teams Up With SaaS Tech Provider Advicent for NaviPlan Integration

Advicent, a provider of SaaS technology solutions for the financial services industry, announced on M... See more »

Advicent Press Releases

September 10, 2018Business Wire

Advicent Expands Senior Leadership Team to Accelerate Delivery of NaviPlan Enhancements

MILWAUKEE--(BUSINESS WIRE)--Advicent, an industry-leading provider of financial planning software, ha... See more »
March 13, 2018Business Wire

Advicent announces responsive retooling of flagship financial planning software

MILWAUKEE--(BUSINESS WIRE)--#Advicent--Advicent announces tax updates and new client reports in NaviP... See more »
February 21, 2018Business Wire

Advicent expands leadership team with seasoned technology visionaries

MILWAUKEE--(BUSINESS WIRE)--#Advicent--Advicent announces the addition of experienced technology lead... See more »
August 22, 2017GlobalNewswire

Advicent solidifies lead in enterprise market with new Narrator® Connect APIs and online developer portal

New API capabilities from Advicent enable firms to remain competitive and develop custom solutions... See more »
April 10, 2017Blackbird

Advicent updates NaviPlan with added client experience, account aggregation enhancements

NaviPlan now offers a fully digital data collection experience within Narrator Clients MILWAUKEE, WI-... See more »

Advicent Videos

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Advicent Headquarters

10700 West Research Drive Suite One

Milwaukee, Wisconsin53226


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Advicent Summary



Advicent is a Wisconsin-based financial planning software developer that delivers cash flow analysis and related solutions for industries such as banking and insurance. Advicent was founded in 1969. Advicent's headquarters is located in Milwaukee, Wis...


Advicent's CEO, Angela Pecoraro, currently has an approval rating of 83%. Advicent's primary competitors are Personal Capital, MoneyGuide & eMoney.

Frequently Asked Questions about Advicent

  1. When was Advicent founded?

    Advicent was founded in 1969
  2. Who is Advicent's CEO?

    Advicent's CEO is Angela Pecoraro
  3. How much revenue does Advicent generate?

    Advicent generates $25M in revenue
  4. How much funding does Advicent have?

    Advicent has historically raised $0 in funding
  1. Where is Advicent's headquarters?

    Advicent's headquarters is in Milwaukee Wisconsin, USA
  2. How many employees does Advicent have?

    Advicent has 245 employees
  3. What sector does Advicent operate in?

    Advicent is in Fintech
  4. Who are Advicent's competitors?

    Advicent's top competitors are Personal Capital, MoneyGuide, eMoney