Investor Inquiries
AskMyAdvisor® is a privately held SaaS company based in Bellevue, Washington. We are not raising public capital. This page is accessible by invitation.
Bill Cates on the AskMyAdvisor® Method
The Original Referral Coach, best-selling author, and host of the acclaimed Top Advisor Podcast
Since 2021, we’ve opened for three investor families to complete six rounds. Capital matters. Long-term belief and full alignment on the big picture matter more.
We operate as a team in all ways, always. Future additions to the team are reserved for investors who see it the same way.
Our Capital Playbook & Investor Team
With our SOC 2 audit complete and our full launch imminent, our goal is to become the definitive benchmark for founder-led DPOs on the Nasdaq.
We are not raising capital. Any future investor openings are by invitation only.
Request Private Investor Snapshot
We are not raising capital. As the founder, or through our investment team, we may invite aligned individuals to review our Investor Snapshot if we believe they are a potential fit.
If you qualify and align, you may request access here:
Request Access to Investor Brief
Who Qualifies as an Accredited Investor?
This page does not constitute an offer to sell or a solicitation to buy any security.
All information is shared privately, by request, and in compliance with applicable securities laws.
Disclaimer:
This page is for informational purposes only and does not constitute an offer to sell or a solicitation to buy any security. Any offering of securities by AskMyAdvisor® will be conducted under the exemption provisions of Regulation D (Rule 506(b) or Rule 506(c)) of the Securities Act of 1933, as amended, and only to individuals who qualify as accredited investors under Rule 501(a). All information is shared privately and in accordance with applicable securities laws. Past performance is not indicative of future results.
NASDAQ Symbol Reserved
On January 10, 2025, NASDAQ granted reservation of the stock symbol “ASKM” for AskMyAdvisor®. This is not an indication of any planned public offering.
Trademark Notice
AskMyAdvisor® is a registered trademark of AskMyAdvisor LLC with the USPTO View USPTO Certificate (new window)
AskMyAdvisor®
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