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Efficient Advisors
ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 LowHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Low growthGrowth score — momentum trend across web traffic, headcount and other growth signals. Philadelphia, Pennsylvania, United States Founded 2009 11-50 employees For Profit
Efficient Advisors is an asset management firm that offers financial advisory services.
Efficient Advisors on Acquirezy — acquisitions, funding rounds, investments, investors, key people & contacts.
Efficient Advisors was acquired by AssetMark in 2025.
Last Funding
Acquisitions
0
Monthly Visits
Contacts
17
Patents
0
6 trademarks
About Efficient Advisors
Funding & Financials
- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
IPO & Stock
- IPO status
- Private
Web Traffic
- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Technology & IP
- Active technologies
- 26
- Active products
- 12
- Patents granted
- 0
- Trademarks
- 6
- IT spend
- $311.05K
Company Info
- Founded
- 2009
- Employees
- 11-50
- Operating status
- Active
- Company type
- For Profit
- Org types
- company
- News articles
- 5
- HQ
- Philadelphia, Pennsylvania, United States
- Region
- Greater Philadelphia Area, Great Lakes, Northeastern US
- Exit date
- Dec 15, 2025
Signals & Scores
- Heat score
- Low
- Growth score
- Low
- Trend (7d)
- -0.1
- Trend (30d)
- 0
- Trend (90d)
- -0.4
17
professional contacts at Efficient Advisors
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