AdvisorEngine
OverviewSuggest Edit
AdvisorEngine is a wealth management platform for investment advisors. It integrates online wealth management, CRM and portfolio management.
| Type | Private | |
| Founded | 2014 | |
| HQ | New York, NY, US | Map |
| Website | advisorengine.com | |
| Employee Ratings | More |
Recent NewsAll News
- AdvisorEngine Announces the 2019 >drive summit
- Wealth Management Software 2019 Global Market Key Players - Misys, Temenos, FIS, SS&C Tech, SimCorp, Eze Software, Salesforce, FactSet Insight, AdvisorEngine, Miles Software......
- AdvisorEngine Announces Expansive Integration with BNY Mellon's Pershing
- AdvisorEngine Launches Enterprise Fee Billing Product, Simplifying Operations and Increasing Revenue Visibility
Latest Updates
| Employees (est.) (Feb 2021) | 65 | (+2%) |
| Cybersecurity rating | B | More |
Key People/Management at AdvisorEngine
Craig Ramsey
Chief Operating Officer
Rich Cancro
Founder & CEO
David Coyle
SVP & Head of Business Development
Carly de Diego
Chief Administrative Officer
Vladimir Baranov
Founder & CTO
John Tyers
Chief Growth Officer
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
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 | WisdomTree |
AdvisorEngine's latest funding round in May 2017 was reported to be $5 m. In total, AdvisorEngine has raised $31.8 m
AdvisorEngine Cybersecurity Score
AdvisorEngine Online and Social Media Presence
1.2k Twitter followers
AdvisorEngine has 1.2k Twitter Followers. The number of followers has increased 0.1% month over month and increased 1% quarter over quarter
AdvisorEngine's Trends
Twitter Engagement Stats for @AdvisorEngine
1.2k
Tweets
756
Following
1.2k
Followers
9
Tweets last 30 days
1.3
Avg. likes per Tweet
44.4%
Tweets with engagement
AdvisorEngine News and Updates
March 06, 2019
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,...
February 05, 2019
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
January 31, 2019
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"). ...
July 23, 2018
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
February 18, 2021
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…
February 09, 2021
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…
February 02, 2021
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…
January 28, 2021
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…
January 26, 2021
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…
December 21, 2020
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…
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.
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