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AdvisorEngine

OverviewSuggest Edit

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

TypePrivate
Founded2014
HQNew York, USMap
Websiteadvisorengine.com
Employee Ratings3More
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Latest Updates

Employees (est.) (Nov 2020)59(+4%)
Cybersecurity ratingBMore

Key People/Management at AdvisorEngine

Craig Ramsey

Craig Ramsey

COO
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
John Tyers

John Tyers

Chief Growth Officer
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AdvisorEngine Office Locations

AdvisorEngine has offices in New York and Raleigh
New York, US (HQ)
60 Hudson Street, 60 Hudson St
Raleigh, US
3651 Trust Dr
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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
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AdvisorEngine Cybersecurity Score

Cybersecurity ratingPremium dataset

B

85/100

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AdvisorEngine Online and Social Media Presence

AdvisorEngine's Trends

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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 ...
May 17, 2018

Unwise To Go Long WisdomTree At Present Valuation Level

AdvisorEngine Blogs

November 24, 2020

Decoding fintech: How to improve your wealth management practice

This year forced us to use existing technology in new ways.An entire subculture has grown around video calls -- which have been around for years -- as they are now essential in our lives. Whether for business calls, webinars, virtual happy hours, or talking to family, the pandemic made u…
November 19, 2020

Top 5 marketing strategies for financial advisors

Expectations of working with a financial advisor have changed. The digital world we live in today has played - and will continue to play - a large part in how prospects find, select, and hire financial advisors.These days, most information is consumed digitally and through multiple sourc…
November 10, 2020

5 CRM functions a financial advisor shouldn’t miss

As a training specialist for AdvisorEngine’s Junxure, I witness first-hand what works and what doesn’t when it comes to running an effective client relationship management (CRM) system.One firm I recently worked with had work processes that literally were all over the place -- scribbled …
September 24, 2020

Junxure CRM reporting is now 6x faster + user performance tips

We are excited to announce new enhancements to our Junxure® product, designed significantly to reduce the time it takes to produce reports.A financial advisor’s time is best spent servicing clients and building relationships, not sitting in front of a screen, waiting for data to load. Wi…
September 21, 2020

Mastering workflows at a financial advisory firm

Winning a new client is a great feeling for any investment advisor. What helps to maintain that positive momentum is having the digital tools for easy onboarding, engaging in effective client communication, and developing consistent servicing strategies tailored to the client’s goals.
September 08, 2020

AdvisorEngine's drive 2020 goes virtual

Things are changing fast in the wealth management industry. Last week, AdvisorEngine CEO Rich Cancro shared his perspective on this moment of “hyper change” we all are experiencing. Client and market shifts in motion are now accelerating and advisory businesses must react to the pace of …
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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 59 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.