AIQ, Inc., a NYC-based online directory of trusted financial advisors and publisher of syndicated personal finance content and advisor rankings, closed a $5m Series A funding.
Backers included Penton Media, Inc., Rory Curran, and Peter Wilson-Smith, and other senior executives in the financial services, media, and technology industries.
The company intends to use the capital to further to extend its platform.
Co-founded by CEO Nicholas W. Stuller and CFO Gary Liberman, AIQ publishes the Meridian-IQ suite of Financial Advisor directories, licensed by over 500 major fund companies, broker-dealers and insurance companies for industry research and marketing purposes. Its consumer-facing product, www.AdviceIQ.com, combines daily personal financial journalism with listings and rankings of pre-vetted Advisors that are certified to have passed the company’s proprietary Regulatory Compliance Review (RCR™).
FinSMEs
08/04/2013