AdvisorEngine

OverviewSuggest Edit

AdvisorEngine is a wealth management platform for investment advisors. It integrates online wealth management, CRM and portfolio management.

TypePrivate
Founded2014
HQNew York, NY, US
Websiteadvisorengine.com
Employee Ratings3.2

Latest Updates

Employees (est.) (Feb 2021)65(+2%)
Cybersecurity ratingBMore

Key People/Management at AdvisorEngine

Craig Ramsey

Craig Ramsey

Chief Operating Officer
Rich Cancro

Rich Cancro

Founder & CEO
David Coyle

David Coyle

SVP & Head of Business Development
Carly de Diego

Carly de Diego

Chief Administrative Officer
Vladimir Baranov

Vladimir Baranov

Founder & CTO
John Tyers

John Tyers

Chief Growth Officer
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AdvisorEngine Office Locations

AdvisorEngine has offices in New York and Raleigh
New York, NY, US (HQ)
60 Hudson Street, 60 Hudson St
Raleigh, NC, US
3651 Trust Dr
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AdvisorEngine Financials and Metrics

Summary Metrics

Founding Date

2014

AdvisorEngine total Funding

$31.8 m

AdvisorEngine latest funding size

$5 m

Time since last funding

4 years ago

AdvisorEngine investors

AdvisorEngine's latest funding round in May 2017 was reported to be $5 m. In total, AdvisorEngine has raised $31.8 m
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AdvisorEngine Cybersecurity Score

Cybersecurity ratingPremium dataset

B

81/100

SecurityScorecard logo

AdvisorEngine Online and Social Media Presence

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AdvisorEngine News and Updates

AdvisorEngine Announces the 2019 >drive summit

NEW YORK, March 6, 2019 /PRNewswire/ -- AdvisorEngine, a financial experience company that provides a digital wealth management technology platform, today announced its 2019 >drive summit – the seventh annual summit which will take place at the Omni La Costa Resort & Spa in Carlsbad,...

Wealth Management Software 2019 Global Market Key Players - Misys, Temenos, FIS, SS&C Tech, SimCorp, Eze Software, Salesforce, FactSet Insight, AdvisorEngine, Miles Software......

Wealth Management Software – Global Market Growth, Opportunities, Analysis Of Top Key Players And Forecast To 2025 Posted via Industry Today. Follow us on Twitter @IndustryToday

AdvisorEngine Announces Expansive Integration with BNY Mellon's Pershing

NEW YORK, Jan. 31, 2019 /PRNewswire/ -- AdvisorEngine, the financial experience company that provides a digital wealth management platform for financial advisors and their clients, today announced the production rollout of its expansive integration with BNY Mellon's Pershing ("Pershing"). ...

AdvisorEngine Launches Enterprise Fee Billing Product, Simplifying Operations and Increasing Revenue Visibility

NEW YORK, July 23, 2018 /PRNewswire/ -- AdvisorEngine, the financial experience company, is helping advisory firms tackle the complexity of fee billing and revenue management. The company today announced the launch of its new billing engine, an impactful solution that brings simplicity to ...

AdvisorEngine Blogs

IFP’s Chris Hamm: The critical reason for RIAs to offer digital advice

“With digital advice becoming a viable option to serve smaller accounts, advisors in Independent Financial Partners’ (IFP) network asked for the ability to offer the option,” says Chris Hamm, its chief operating officer.There were many technology choices, but AdvisorEngine’s platform pro…

Raise your wealth management CRM from the office to the cloud

Are you still using a legacy on-premise solution for your CRM?  I get it, you're nervous about a number of things. Let me help put your mind at ease.Investment advisors are fiduciaries who innately understand the importance of protecting client data and confidentiality. Which is why some…

Best business books for financial advisors

One quality of financial advisors that I admire is that they are avid readers, always looking for the next bit of inspiration and insight to benefit their practices.So when thinking about which books would most benefit financial advisors, I tried to mix best practices, aspirational goals…

7 marketing and business development compliance tips for financial advisors in 2021

Advisors budgeting resources for their practices in 2021 should make marketing and business development compliance a top priority. Several changes are expected this year and RIAs will be well-served to focus on the new and evolving regulatory requirements.  The most significant is the ne…

Best LinkedIn headlines and practices for financial advisors

Your first exposure to potential clients is now going to be online. So ensuring your digital presence is strongly presented and communicates your value is crucial -- our research shows almost half of all clients pass on an advisor based on what they find about them online.One essential e…

What I'm looking forward to at AdvisorEngine in 2021

A new year is just around the corner, and I’m really excited to talk about our product roadmap, but first, I want to say my thoughts are with everyone who has been impacted by Covid-19. It’s my sincere wish that all of you, your family and friends stay safe and healthy. There’s nothing m…
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AdvisorEngine Frequently Asked Questions

  • When was AdvisorEngine founded?

    AdvisorEngine was founded in 2014.

  • Who are AdvisorEngine key executives?

    AdvisorEngine's key executives are Craig Ramsey, Rich Cancro and David Coyle.

  • How many employees does AdvisorEngine have?

    AdvisorEngine has 65 employees.

  • Who are AdvisorEngine competitors?

    Competitors of AdvisorEngine include Linedata, Sixup and Moneybox.

  • Where is AdvisorEngine headquarters?

    AdvisorEngine headquarters is located at 60 Hudson Street, 60 Hudson St, New York.

  • Where are AdvisorEngine offices?

    AdvisorEngine has offices in New York and Raleigh.

  • How many offices does AdvisorEngine have?

    AdvisorEngine has 2 offices.