AdvisorSmith has helped thousands of small business owners nationwide find the right solutions for their insurance and financing needs. Our aim is to be your trusted small business resource, providing you with the expert research and advanced tools you need to help your business succeed. Our leaders and our entire company share a belief in the power of honest, transparent, and comprehensive research.
Adrian Mak, Chief Executive Officer
Adrian is the CEO and co-founder of AdvisorSmith. Drawing on nearly 20 years of experience as a successful small business owner, Adrian delights in helping to demystify the confusing parts of small business ownership and entrepreneurship. He started AdvisorSmith in 2018 to help inform and empower small business owners with expert research and advice to protect and grow their businesses.
Adrian is a licensed insurance professional and holds degrees in economics, computer science, and management science from Stanford University.
Patrick Chen, Chief Marketing Officer
Patrick is the CMO and co-founder of AdvisorSmith. With over 15 years of experience in marketing and technology, Patrick has a passion for working with small business owners and entrepreneurs, and he’s always rooting for the little guy. Patrick helped start AdvisorSmith with the goal of bringing clarity to the often confusing world of small business ownership.
Patrick holds a bachelor’s degree in mechanical engineering from Stanford University and a master’s in business administration from the New York University Leonard N. Stern School of Business.