COMPANY PROFILE

DirectAdvice

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Web-based financial planning advice

Hartford, United StatesFounded 1995Fintech

Valuation $50–100M Last recorded · 2001

Total funding $10–50M Disclosed equity funding

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About DirectAdvice

Direct Advice is a financial advisory platform that provides objective and reliable information on savings, retirement, and personal finance. The company caters to individuals seeking to manage their finances more effectively, offering insights on how to save money, plan for retirement, and make informed financial decisions. Operating in the personal finance market, Direct Advice employs a content-driven business model, generating revenue through advertising and partnerships with financial institutions. The platform is designed to be user-friendly, making complex financial concepts accessible to a broad audience. Direct Advice's primary goal is to empower users with the knowledge they need to achieve financial stability and security.

MoreLess Source: Dealroom company data

At a glance

Status: Acquired
Founded: 1995
Headquarters: Hartford, United States
Open positions: None listed
Dealroom signal: 20.0/100
Industry: Fintech
Sub-industry: Financial Management Solutions
Sector: Fintech, Banking, Planning, Retirement, Investing, Insurtech
Client focus: b2c
Links: Website X

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Funding history

2 recorded events

Company financing events and reported valuations.

Deal type	Date	Amount	Valuation	Investors	Source
ACQUISITION✓Exit	Jan 2003	$0	—	Undisclosed	—
LATE VC✓Equity / VC	Dec 2001	$16M	$64M	Warburg Pincus	—

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Growth signals

DirectAdvice website traffic

Latest recorded traffic for DirectAdvice is 220 monthly website visits.

Latest monthly visits220

Monthly website visitsOct 2017–Apr 2023

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