Interactive Advisory Software

Technology 📍 Egg Harbor Township, United States 👥 11-50 employees 💰 $13.6M raised 📅 Founded 2001

Interactive Advisory Software provides the leading wealth management software-as-a-service (SaaS) solution for financial advisors and wealth managers. IAS’s Solution 360° is the only unified solution to combine portfolio management, financial planning, customer relationship management, rebalancing, client access port

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📊 Company Overview

Sector

Technology

Country

United States

Employees

11-50

Total Raised · Venture

$13.6M

Founded

2001

Cloud

Unknown

Email

Microsoft 365

☁️ Cloud Infrastructure

🔒 Subscribers only Cloud Provider

Workspace	Microsoft 365
CDN	🔒 Subscribers only

Detected via DNS records and HTTP response headers as of 2026-06-13.

💰 Estimated Cloud Spend

$216K – $540K / year across cloud providers

🛠 Tech Stack & Marketing

Ad Platforms	🔒 Subscribers only
Analytics & CRM	🔒 Subscribers only
CMS / Platform	🔒 Subscribers only
Frontend Stack	🔒 Subscribers only

Detected from Interactive Advisory Software's public homepage as of 2026-06-13.

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Data detected 2026-06-13 · Methodology · Suggest a correction