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Avise Financial Cooperative, Inc.

Los Angeles, CA · Founded 2023
LAST FUNDING
$50K

Avise is a collective that helps good-hearted financial advisors start and operate their own independent firms. Our platform makes it easy for quality advisors to offer good advice to more people by making it simple to launch and run an RIA.

Funding history

RoundAmount
Undisclosed$50K
SEC Form D filed
Apr 3, 2024

About Avise Financial Cooperative, Inc.

How much funding has Avise Financial Cooperative, Inc. raised?

Avise Financial Cooperative, Inc. has raised $50K in total funding.

Where is Avise Financial Cooperative, Inc. headquartered?

Avise Financial Cooperative, Inc. is headquartered in Los Angeles, CA.

What does Avise Financial Cooperative, Inc. do?

Avise is a collective that helps good-hearted financial advisors start and operate their own independent firms. Our platform makes it easy for quality advisors to offer good advice to more people by making it simple to launch and run an RIA.

What makes Avise Financial Cooperative, Inc. notable?

Avise was co-founded by financial advisors Katrina Soelter and Leighann Miko as the first RIA co-op platform, aimed at helping independent financial advisors launch and run their own firms.

Leadership

Executive Officer, Director
LinkedIn ↗
Katrina Soelter
Executive Officer, Director
Industry
B2B
Founded
2023
HQ
Los Angeles, CA
Raised
$50K
❝ Cite this page

Free to use in articles, research, and reference works. Stable URL, will not change. Data on this page last updated September 3, 2026.

MLA
"Avise Financial Cooperative, Inc.: Funding & Investors." SoCal.Startups, September 3, 2026, https://socalstartups.io/companies/avise-financial-cooperative-inc. Accessed September 29, 2026.
APA
SoCal.Startups. (2026). Avise Financial Cooperative, Inc.: Funding & Investors. Retrieved September 29, 2026, from https://socalstartups.io/companies/avise-financial-cooperative-inc
WIKIPEDIA (CITE WEB)
{{cite web |title=Avise Financial Cooperative, Inc.: Funding & Investors |url=https://socalstartups.io/companies/avise-financial-cooperative-inc |website=SoCal.Startups |access-date=September 29, 2026}}
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