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 |
Employees (est.) (Feb 2021) | 65 | (+2%) |
Cybersecurity rating | B | More |
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 has 1.2k Twitter Followers. The number of followers has increased 0.1% month over month and increased 1% quarter over quarter
1.2k
Tweets
756
Following
1.2k
Followers
9
Tweets last 30 days
1.3
Avg. likes per Tweet
44.4%
Tweets with engagement
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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