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.) (Nov 2021) | 66 | (+5%) |
| 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
Raj Madan
CHIEF INFORMATION 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 | 5 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
1.28k Twitter followers
AdvisorEngine has 1.28k Twitter Followers. The number of followers has increased 1.5% month over month and increased 3% quarter over quarter
AdvisorEngine's Trends
Twitter Engagement Stats for @AdvisorEngine
1.2k
Tweets
763
Following
1.3k
Followers
10
Tweets last 30 days
1.4
Avg. likes per Tweet
50%
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
December 02, 2021
How design thinking in wealth management can bring you closer to clients
You know how to impress clients who visit your office - but how do you delight and connect with them through a digital experience?
November 23, 2021
Marketing tips for financial advisors
The success of your financial advisory business not only depends on the quality of advice but also on the power of your marketing strategy.
November 18, 2021
Tech stack decisions for breakaway advisors: Choosing a custodian
If you’re launching an RIA and your clients will be buying and selling assets based on your advice, you’re going to need a custodian.
November 16, 2021
Where is the client in your digital wealth management plan?
There’s an innovation gap in wealth management, but not where you think.
November 09, 2021
Partner perspective: CRM decision essentials for financial advisors
Choosing a CRM, or any advisor technology for that matter, can be a hard decision for any growing RIA.
November 02, 2021
4 training pitfalls financial advisors should avoid
We’ve worked with hundreds of independent advisory firms over the years to help them get the most out of the technology we provide here at AdvisorEngine®.
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 66 employees.
Who are AdvisorEngine competitors?
Competitors of AdvisorEngine include IBillionaire, Linedata and Sixup.
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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