AdvisorEngine
New York
About 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.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 51 – 100
- Estimated revenue: $1K – $10K
- Total funding: $54.3M
- Funding stage: M&A
- Last round: Debt Financing (Jan 2018)
- Website: advisorengine.com
- Phone: (866)826-2731
Industries & Categories
Financial Services, FinTech, Internet, SaaS, Wealth Management
Social Profiles
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