Advisor Credit Exchange
Berwyn
About Advisor Credit Exchange
Advisor Credit Exchange is an advice-oriented program for providing loans to clients instead of product-driven approaches. The company brings together lenders and wealth managers empowering investment firms and advisors to deliver financing solutions to help build and maintain their clients’ net worth and meet their financial goals.
Company Facts
- Operating status: Closed
- Company type: For Profit
- IPO status: Private
- Employees: 11 – 50
- Total funding: $31.3M
- Last round: Series Unknown (Jul 2022)
- Website: advisorcreditexchange.com
- Phone: 844-259-2223
Industries & Categories
Consulting, Finance, Financial Services, FinTech
Social Profiles
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