Company
SuperAdvisor
One system that does the work — so every client gets your best.
Also known as Super Advisor, Super Advisor Inc.
- Status
- Operatingas of 2026-09-20
- Business model
- B2B
- Customers
- wealth management firms
- Legal name
- Super Advisor Inc.
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Record updated 20 September 2026
About
Super Advisor is a practice management platform purpose-built for wealth management firms. From client onboarding and KYC compliance to portfolio monitoring and meeting preparation, we bring every part of an advisor's workflow into a single, beautifully designed experience.
Funding snapshot
- Total raised
- $3MSum of rounds, as of 2026-09-20Source (opens in a new tab)
- Latest round
- Seed, $3M2026-02-11
Funding rounds
- Seed
- $3M2026-02-11, Company stated
Products
- Web
- Super Advisor
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