Advisor Credit Exchange: Funding, Investors & Team (Sep 2026)
Counsel Credit Exchange is an exhortation situated program for giving advances to clients rather than item determined approaches. The organization unites loan specialists and abundance administrators enabling venture companies and guides to convey supporting answers for help assemble and keep up with their clients' total assets and meet their monetary objectives.
Advisor Credit Exchange has raised $24.7M across 2 funding rounds on record, the most recent an undisclosed round of $23.7M announced in Jul 2022.
That round is above the $14M median round size for Financial Services companies tracked on FundedIQ over the last two years.
Advisor Credit Exchange Company Profile and Key Stats
Latest funding round on record: Jul 2022.
Advisor Credit Exchange Funding Rounds
Advisor Credit Exchange raised $1.0M in a Seed announced in Jul 2021.
1 years later, an undisclosed round of $23.7M was announced in Jul 2022.
Advisor Credit Exchange Founders and Leadership Team
No contact details are on record for this team yet.
Advisor Credit Exchange Funding Compared to Other Financial Services Startups
Advisor Credit Exchange's latest round of $23.7M is above the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.
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Advisor Credit Exchange Funding FAQs
What does Advisor Credit Exchange do?
Counsel Credit Exchange is an exhortation situated program for giving advances to clients rather than item determined approaches. The organization unites loan specialists and abundance administrators enabling venture companies and guides to convey supporting answers for help assemble and keep up with their clients' total assets and meet their monetary objectives.
How much funding has Advisor Credit Exchange raised?
Advisor Credit Exchange has raised $24.7M across 2 rounds on record. The most recent is an undisclosed round of $23.7M announced in Jul 2022.
When did Advisor Credit Exchange last raise funding?
Advisor Credit Exchange's most recent funding round on record is an undisclosed round of $23.7M, announced in Jul 2022.
Who is the CEO of Advisor Credit Exchange?
Peter Stanton is listed as CEO at Advisor Credit Exchange.
Where is Advisor Credit Exchange headquartered?
Advisor Credit Exchange is based in Berwyn, Pennsylvania, United States.
How many employees does Advisor Credit Exchange have?
Advisor Credit Exchange is in the 11-50 employee band.
How does Advisor Credit Exchange's funding compare to other Financial Services startups?
Advisor Credit Exchange's latest round of $23.7M is above the $14M median round size for Financial Services companies on FundedIQ across 5,746 tracked companies over the last two years.
About FundedIQ's Advisor Credit Exchange Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Advisor Credit Exchange is left off this page rather than filled in.
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