OverviewSuggest Edit

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

HQNew York, NY, US
Employee Ratings3.2

Latest Updates

Employees (est.) (Nov 2021)66(+5%)
Cybersecurity ratingBMore
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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
Raj Madan

Raj Madan

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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


AdvisorEngine total Funding

$31.8 m

AdvisorEngine latest funding size

$5 m

Time since last funding

5 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



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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

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?

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.

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.

Where is the client in your digital wealth management plan?

There’s an innovation gap in wealth management, but not where you think.

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.

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®.
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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 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.