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Details

Year of Investment: 2011
Portfolio Status: Current
Headquarters: Milwaukee, WI
advicentsolutions.com

SaaS-based technology solutions for the financial advice and planning industry.

Advicent Solutions is the leading provider of SaaS-based technology solutions for the financial advice and planning industry. The Company’s products include web-enabled marketing communications, needs assessment, and financial planning tools, and are used by more than 250,000 financial professionals across more than 2,700 customers. Small and medium sized businesses and some of the world’s largest financial institutions trust Advicent’s products to help grow their business.

Advicent is headquartered in Milwaukee, WI.

Vista Equity Partners Fund III completed a buyout of Emerging Information Systems Inc. (“EISI”) in November 2011 and rebranded the company Advicent.