Discover our journey and what drives us

Founded by data experts, we create cutting-edge SaaS analytics platforms tailored for businesses of all sizes.

95%

Customer satisfaction rate, reflecting our dedication

10+

Innovation and insight to users' financial journeys

$10m

Platform has ensuring secure and efficient financial

50m

Users worldwide, providing them with financial solutions
4.97/5 reviewes

We are passionate about empowering individuals and businesses to take control of their finances and achieve their financial goals.

We are dedicated to revolutionizing the way individuals and businesses manage their finances. Our team is committed to providing intuitive and innovative solutions that empower our users to achieve financial success.

Core features that set us apart from the competition

Explore our standout features designed to deliver exceptional performance and value, distinguishing us from the competition.
Real-time analytics Gain actionable insights with our real-time analytics feature
Mobile accessibility Manage your finances on the go with our mobile-friendly platform
Customizable reports Streamline your financial processes with automated workflows
Enhanced security Protect your sensitive financial data with our state-of-the-art security measures

Meet the Financer team

Amara Okafor

Head of Marketing

Jakob George

Head of Finance

Leila Khatami

Accountant

Nolan Kenter

Product Manager

Ananya Iyer

Business & Development

Talan Culhane

Account Manager
“Advisory has completely transformed the way I manage my finances. With its intuitive interface and powerful features, I now have better control and visibility into my expenses and investments. Highly recommend it!”
“I've been using Advisory for years now, and I can't imagine managing my finances without it. From tracking expenses to creating budgets, Advisory has simplified every aspect of my financial life. Thank you for such an amazing platform!“
“Advisory has been a game-changer for our business. With its comprehensive financial management tools, we've been able to streamline our processes and make more informed decisions. The customer support team is also top-notch“
“As someone who is new to investing, Advisory has been an invaluable resource for me. The investment management tools have helped me understand my portfolio better and optimize my investments for better returns. I couldn't be happier with the results!“
“Advisory has exceeded all my expectations. Not only does it make managing finances easy and efficient, but the platform also prioritizes security, giving me peace of mind knowing that my data is safe. I'm a loyal Advisory user for life!”
Customize this template?
View our process
See all templates