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AdvisorEngine
Total Funding
$31.8 M
AdvisorEngine Summary
Company Summary
- Overview
- AdvisorEngine is a wealth management platform for investment advisors. It integrates online wealth management, CRM and portfolio management.
- Type
- Private
- Status
- Active
- Founded
- 2014
- HQ
- New York, NY, US | view all locations
- Website
- http://www.advisorengine.com
- Cybersecurity rating
Table of Contents
Key People
Rich Cancro, Founder and Chief Executive Officer
Patrick Arnold, Head of Product Development
Carly De Diego, Chief Administrative Officer
LocationsView all
2 locations detected
New York, NY HQ
United States
60 Hudson Street, 60 Hudson St
Raleigh, NC
United States
3651 Trust Dr