Default company panoramic image
Logo

AIQ, Inc.

Online publisher of Financial Advisor data, editorial content, directories and rankings. AIQ helps investors find Advisors and vice versa.

  • Stage $3M in TTM Revenue
  • Industry Financial Services
  • Location New York City, NY, USA
  • Currency USD
  • Founded February 2010
  • Employees 22
  • Website adviceiq.com

Company Summary

Data and content business with expertise in retail financial advisor (“FA”) vertical. First product is directory of nation’s 2 million FAs, and we achieved breakeven in 20 months. Extension product, AdviceIQ, best described as “Morningstar for FAs.” AdviceIQ promotes advisor profiles to millions of prospects, while giving their firms’ compliance full control. AdviceIQ also certifies that member advisors are complaint-free with all regulators.

Team

  • Default avatar
    Nicholas W. Stuller
    Co-Founder, President & CEO

    25 year career in financial advisor data and marketing solutions. Prior to AIQ, 7 years as CEO of Discovery Database, a competing FA directory firm. Previously 6 years as director of sales at National Regulatory Services, the leading compliance consulting firm (acquired by Thomson Financial). Prior to NRS, 4 years as founding Institutional Sales Representative at TD Ameritrade, helping build custodian services for Registered Investment Advisors.

  • Default avatar
    Gary Liberman
    Co-Founder & CFO

    17 year career in money management and technology investing. Prior to AIQ, 13 years as Fund Manager and Head of Technology Equity Research with JP Morgan Investment Management. Previously technology analyst with Salomon Brothers. Previously public accountant with Arthur Andersen & Co. Gary holds designations of CPA and CFA.

  • Default avatar
    Craig D. Katz
    SVP, Institutional Sales

    14 year career in the financial industry, with majority focused on helping firms serving the financial intermediary channels utilize information to maximize their distribution, marketing and recruiting efforts. Prior to AIQ, spent 7 years with Discovery Database as Head of Sales, growing the firm into the industry leading database provider. Before Discovery, spent 4 years as Sales Director for Financial Planning Association (FPA).

  • Default avatar
    Alexander G. Liberchuk
    SVP, Data Operations

    14 years experience in strategic business planning and database analytics. Prior to AIQ, held roles of increased responsibility with Citigroup and American Express, overseeing commercial credit card data analysis and development of credit-revenue optimization models. Holds MBA in Operations Research from Carnegie Mellon, MS in Engineering from Stevens Institute of Technology, and BS in Engineering from Moscow Polytechnic Institute.

  • Default avatar
    Larry Light
    Editor in Chief

    25 year award-winning financial journalist. Formerly senior investments editor at Forbes. Previously deputy personal finance editor at The Wall Street Journal. Currently "Fund Fantasia" blogger for Forbes.com, and contributor to WSJ.com and Barron′s. Lieutenant colonel in the Army Reserve. Author of numerous books, most recently Taming of the Beast, an investment guide published by John Wiley & Sons.

Advisors

  • Default avatar
    K&L Gates LLP, aka Kirkpatrick & Lockhart Preston Gates
    Lawyer
    Unconfirmed
    Default avatar
    Hirsch Oelbaum Bram & Hanover; Retired 37-yr PWC Partner
    Accountant
    Unconfirmed

Previous Investors

  • Default avatar
    Penton Media, Inc., 100+ year old publisher of Trust & Estates and other B2B sites/publications
    Unconfirmed
    Default avatar
    Founding CEOs in same vertical who IPO’d or sold to S&P, Bloomberg, Reuters or Dow Jones
    Unconfirmed
    Default avatar
    HNW angel investors focused on fin-tech media and data ventures
    Unconfirmed