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.
ADVISOR CREDIT EXCHANGE
Industry:
Consulting Finance Financial Services FinTech
Founded:
2018-01-01
Address:
Berwyn, Pennsylvania, United States
Country:
United States
Website Url:
http://www.advisorcreditexchange.com
Total Employee:
11+
Status:
Active
Contact:
844-259-2223
Total Funding:
31.3 M USD
Technology used in webpage:
Domain Not Resolving U.S. Server Location
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Current Employees Featured
Peter Stanton CEO @ Advisor Credit Exchange
CEO
2018-01-01
JP Connellan Chief Executive Officer @ Advisor Credit Exchange
Chief Executive Officer
2023-09-01
Melanie Warner COO @ Advisor Credit Exchange
COO
2023-01-01
Bill Cassidy Managing Director, Strategic Accounts @ Advisor Credit Exchange
Managing Director, Strategic Accounts
2020-03-01
Paul Donovan COO/CTO @ Advisor Credit Exchange
COO/CTO
2018-04-01
Founder
Key Employee Changes
| Date | New article |
|---|---|
| 2023-10-25 | Advisor Credit Exchange Announces New Executive Leadership Appointments |
Official Site Inspections
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