Identity graph
Interactive Advisory Software headquarters, locations and relationships
- Legal name
- INTERACTIVE ADVISORY SOFTWARE INC
- Industry
- Financial Services Software
- Founded
- 2001
- Phone
- +1 770 951 1161
- Website
- iassoftware.com
Interactive Advisory Software office locations
| City | State / region | Country | Type |
|---|---|---|---|
| Marietta | Georgia | United States | Headquarters |
| Egg Harbor City | New Jersey | United States | Office |
| Mount Dora | Florida | United States | Office |
| Tavares | Florida | United States | Office |
- Parent company
- No parent company recorded in GraphIQ.ai.
Verified from public filings, company websites and news · Methodology
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Government
About Interactive Advisory Software
Interactive Advisory Software is headquartered in Marietta, Georgia, United States. Founded in 2001, the company has 6 recorded locations and employs approximately 75 people worldwide.
Where is Interactive Advisory Software's main office?
Interactive Advisory Software's main headquarters office is located at 1110 Northchase Pkwy SE, Marietta, Georgia 30067, United States. This is the company's primary corporate address.
Interactive Advisory Software regional offices
Beyond its headquarters in Marietta, Interactive Advisory Software has recorded locations in United States.
Interactive Advisory Software contact information
The main switchboard for Interactive Advisory Software headquarters can be reached at +1 770 951 1161. Official website: iassoftware.com.
What does Interactive Advisory Software do?
Interactive Advisory Software provides the leading wealth management software-as-a-service (SaaS) solution for financial advisors and wealth managers. IAS’s Solution 360° is the only unified solution to combine portfolio management, financial planning, customer relationship management, rebalancing, client access portals, and back office service all in a single web-based platform. IAS eliminates integration challenges, enabling financial advisors to streamline their practice, enhance client relationships, and attract new clients.
One entity, every stage
Put Interactive Advisory Software to work across your revenue bowtie
- Target Define the market Build the account list from companies shaped like your best customers, Interactive Advisory Software included. Fingerprint search
- Cover Plan territories Interactive Advisory Software's 6 locations roll up to one account, so it lands in one territory, once. Territory planning
- Engage Act on timing Leadership changes, funding and M&A arrive linked to the account, not a loose headline. Signal monitoring
- Convert Close on a resolved record Inbound and closed-won attach to one CRM record, with no duplicates to merge. CRM enrichment
- Retain Ground every answer Customer teams and AI agents answer from the same entity, with a source and a date. AI agent data layer
- Expand Find the next buyer inside Follow subsidiaries and divisions to the next team that can buy. Account expansion
About the source
What is GraphIQ.ai?
A B2B identity graph. It resolves each organization into one verified entity and maps its parent and subsidiaries, employees, competitors and news signals. Revenue teams use it in the product; AI agents query it through the REST API and MCP server.
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Interactive Advisory Software: frequently asked questions
Where is Interactive Advisory Software headquarters?
1110 Northchase Pkwy SE, Marietta, Georgia 30067, United States.
What is Interactive Advisory Software's phone number?
+1 770 951 1161 (headquarters).
When was Interactive Advisory Software founded?
2001.
How many employees does Interactive Advisory Software have?
About 75, as of October 2026 (GraphIQ.ai estimate).
How many offices does Interactive Advisory Software have?
6 locations, including Egg Harbor City, Mount Dora, Tavares.
Questions about GraphIQ.ai
Is GraphIQ.ai a list of companies like a spreadsheet?
No. Each organization resolves to one verified entity linked to its parent, subsidiaries, people and signals, so Interactive Advisory Software here is the same Interactive Advisory Software in your CRM, territory plan and agent answers.
Where does this Interactive Advisory Software data come from?
Public filings, company websites and news, resolved to one entity and continuously updated.