ADVISORENGINE
AdvisorEngine is a next-generation wealth management platform for investment advisors to help grow their business. As the only technology platform to fully integrate Online Wealth Management, CRM and Portfolio Management in a seamless solution, AdvisorEngine offers RIAs a comprehensive, integrated experience with flexibility across workflows, data and usability, empowering advisors to aggregate assets by deepening the client relationship through both traditional face-to-face advice and completely digital, low-touch interaction. Founded by a team of experienced and creative financial and technology executives, AdvisorEngine is the most powerful and scalable platform for the investment advisor community.
ADVISORENGINE
Industry:
Financial Services FinTech Internet SaaS Wealth Management
Founded:
2014-01-01
Address:
New York, New York, United States
Country:
United States
Website Url:
http://www.advisorengine.com
Total Employee:
51+
Status:
Active
Contact:
(866)826-2731
Email Addresses:
[email protected]
Total Funding:
54.31 M USD
Technology used in webpage:
IPhone / Mobile Compatible Viewport Meta Google Tag Manager Google Analytics Google Maps LetsEncrypt Global Site Tag HSTS IPv6 Google Analytics 4
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Current Advisors List
Current Employees Featured
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2018-01-02 | Junxure | Junxure acquired by AdvisorEngine | 16 M USD |
| 2017-02-15 | Wealthminder | Wealthminder acquired by AdvisorEngine | N/A |
| 2014-12-18 | NestEgg Wealth | NestEgg Wealth acquired by AdvisorEngine | N/A |
Investors List
WisdomTree
WisdomTree investment in Debt Financing - AdvisorEngine
WisdomTree
WisdomTree investment in Series A - AdvisorEngine
Kirenaga Partners
Kirenaga Partners investment in Venture Round - AdvisorEngine
Newest Events participated
Participated in Finalist - 2017 Benzinga Global Fintech Awards
on 2017-05-11 as exhibitor
Key Employee Changes
| Date | New article |
|---|---|
| 2021-07-27 | AdvisorEngine Hires Raj Madan as Chief Information Officer |
Official Site Inspections
http://www.advisorengine.com Semrush global rank: 533.04 K Semrush visits lastest month: 62.52 K
- Host name: ec2-34-213-106-51.us-west-2.compute.amazonaws.com
- IP address: 34.213.106.51
- Location: Boardman United States
- Latitude: 45.8491
- Longitude: -119.7143
- Metro Code: 810
- Timezone: America/Los_Angeles
- Postal: 97818
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