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

Social Links:

Facebook

Twitter

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:

11+

Status:

Active

Contact:

(866)826-2731

Email Addresses:

[email protected]

Total Funding:

54.31 M USD

Technology used in webpage:

Viewport Meta IPhone / Mobile Compatible Google Analytics Google Tag Manager Global Site Tag IPv6 Google Maps Cloudflare JS US Privacy User Signal Mechanism CDN JS

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Current Advisors List

jarrett-lilien_image

Jarrett Lilien Board Member @ AdvisorEngine
Board_member

Current Employees Featured

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Richard Cancro
Richard Cancro CEO & Founder @ AdvisorEngine
CEO & Founder
2013-01-01

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David Coyle
David Coyle Senior Vice President & Head of Business Development @ AdvisorEngine
Senior Vice President & Head of Business Development
2015-08-01

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Rafal Czapski
Rafal Czapski Product Design Lead @ AdvisorEngine
Product Design Lead
2020-07-01

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CRAIG RAMSEY
CRAIG RAMSEY CHIEF OPERATING OFFICER @ AdvisorEngine
CHIEF OPERATING OFFICER

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CARLY DE DIEGO
CARLY DE DIEGO CHIEF ADMINISTRATIVE OFFICER @ AdvisorEngine
CHIEF ADMINISTRATIVE OFFICER

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JOHN TYERS
JOHN TYERS CHIEF GROWTH OFFICER @ AdvisorEngine
CHIEF GROWTH OFFICER

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Raj Madan
Raj Madan Chief Information Officer (CIO) @ AdvisorEngine
Chief Information Officer (CIO)
2021-07-01

Founder

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David Scalzo

lex-sokolin_image

Lex Sokolin

richard-cancro_image

Richard Cancro

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Vladimir Baranov

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

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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: 2.45 M Semrush visits lastest month: 7.26 K

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