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AdvisorStream's Overview

Total employees12
HeadquartersToronto
Founded2012

AdvisorStream is a digital marketing platform designed specifically for financial advisors. It provides tools for content curation, automated email marketing, social media sharing, and website integration, enabling advisors to engage clients and prospects effectively. The platform emphasizes compliance-friendly content from reputable publishers, helping advisors build credibility and nurture relationships by delivering timely and relevant information.

Where is AdvisorStream's Headquarters?

HQ Function

The Toronto headquarters serves as the central hub for AdvisorStream's operations, including product development, engineering, sales, marketing, customer support, and strategic leadership.

Notable Features:

Located in the prominent One Yonge Street building, a landmark waterfront tower offering modern office amenities and excellent connectivity within downtown Toronto, with views of Lake Ontario.

Work Culture:

AdvisorStream fosters a collaborative, innovative, and customer-centric work environment. The culture encourages continuous learning, agile development, and a proactive approach to empowering financial professionals through technology.

HQ Significance:

The Toronto HQ is significant as it's the birthplace of AdvisorStream's platform and the core from which it serves an international client base, particularly in North America. Its location in a major North American tech and financial hub facilitates talent acquisition and industry partnerships.

Values Reflected in HQ: The choice of a modern, centrally-located headquarters in a prestigious building reflects AdvisorStream's values of professionalism, innovation, growth, and accessibility.

Location:

While headquartered in Toronto, Canada, AdvisorStream serves financial advisors and firms globally. It has a significant client base in North America (USA and Canada) and maintains a growing presence in the United Kingdom and other international markets. The platform is designed to support global content needs and is adaptable for various regulatory environments. Sales, support, and business development functions are increasingly distributed to cater to this international audience.

Street Address:

1 Yonge Street, Suite 1801

City:

Toronto

State/Province:

Ontario

Country:

Canada

AdvisorStream's Global Presence

New York, NY, USA

Address: [Specific address not publicly listed, operates with a distributed/flexible presence]

To expand AdvisorStream's footprint in the large U.S. financial advisory market, providing localized support and fostering partnerships with American financial institutions.

London, UK

Address: [Specific address not publicly listed, operates with a distributed/flexible presence]

To establish and grow AdvisorStream's presence in the UK and EMEA, adapting services for local financial regulations and advisor practices, and building relationships with international partners.

Buying Intent Signals for AdvisorStream

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of AdvisorStream

As of April 2025, AdvisorStream' leadership includes:

Kevin Mulhern - Chief Executive Officer & Founder
Mark Treskon - Chief Financial Officer
Raki Denton - Chief Revenue Officer
Eric Upstarts - VP of Business Development

Investors of AdvisorStream

AdvisorStream has been backed by several prominent investors over the years, including:

W. R. Berkley Corporation
Impression Ventures
MaRS Investment Accelerator Fund
Golden Triangle Angel Network

Executive New Hires/Exits in the Last 12 Months

Hire2
Exits0

AdvisorStream has strategically strengthened its executive team over the past 12-18 months with key hires in finance and revenue leadership, underscoring its commitment to accelerating growth, market expansion, and operational excellence.

New Appointments:

Mark Treskon, Mark Treskon appointed as new Chief Financial Officer to lead financial strategy and operations.
Raki Denton, Raki Denton joined as Chief Revenue Officer to drive revenue growth and sales strategy.

Technology (Tech Stack) used by AdvisorStream

Discover the tools AdvisorStream uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

AdvisorStream Email Formats and Examples

AdvisorStream most commonly utilizes the [first].[last]@advisorstream.com email format for its employees. While other formats might exist in isolated cases, this pattern is the most prevalent for professional communications.

[first].[last]@advisorstream.com

Format

jane.doe@advisorstream.com

Example

85%

Success rate

News and media

Fintech GlobalApril 2024

AdvisorStream Named a 2024 WealthTech100 Company

AdvisorStream has been recognized in the prestigious WealthTech100 list for 2024. This annual list highlights the world’s most innovative technology solution providers that are transforming the global asset management, private banking, and financial advisory industries....more

PR NewswireSeptember 20, 2023

AdvisorStream and Practifi Announce Strategic Integration

AdvisorStream, a leading marketing platform for financial advisors, announced a strategic integration with Practifi, a business management platform for financial advice firms. This collaboration aims to streamline workflows for advisors by seamlessly connecting marketing activities and client communications with comprehensive client management data, enhancing efficiency and client engagement....more

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