Our Story

AdvisorX was founded in May of 2024 by multiple serial entrepreneurs with specialized experience in marketing technology, investment management and artificial intelligence. 2 of our 3 founders are Y-Combinator alumni featured on the YC top 100 AI startup companies list. Our mission is to enable financial advisors leverage AI to educate more American households with engaging educational content We live in an age of content proliferation and brand differentiation is one of the core unique selling points that firms will have to adopt to stand out and attract their ideal clients. We believe AI presents a new opportunity for wealth management firms to achieve this consistently and compliantly.