AdvisorEngine Competitors and Similar CompaniesClear all

AdvisorEngine's competitors and similar companies include FinFabrik, Stash, Smartkarma and Moneybox.

	AdvisorEngine AdvisorEngine is a wealth management platform for investment advisors.	FinFabrik FinFabrik is a company that develops financial technology software solutions.	Stash Stash Financial is a developer of a personal investment platform.	Smartkarma Smartkarma is a premier collaborative marketplace for Asian investment research and analysis.	Moneybox Moneybox is a mobile savings and investment app.
Founding Date	Founding Date 2014	Founding Date 2016	Founding Date 2015	Founding Date 2014	Founding Date 2015
Type	Type Private	Type Private	Type Subsidiary	Type Private	Type Private
Tags	Tags Financial Services Investment Technology financial management fintech	Tags Financial Services Investment Technology enterprise software fintech	Tags Financial Services brokerage financial management fintech platform	Tags Financial Services Investment Technology fintech	Tags Financial Services Investment Technology fintech
Locations	Locations New York, US HQ Raleigh, US	Locations Sheung Wan, HK HQ	Locations New York, US HQ	Locations Singapore, SG HQ London, GB New York, US	Locations London, GB HQ
Employees	Employees 851% increase	Employees 1	Employees 243	Employees 788% increase	Employees 4852% increase
Operating ⚠
Customers	Customers N/A	Customers N/A	Customers 6 m (Apr, 2023)	Customers N/A	Customers 450 k (Jul, 2020)
Funding
Latest funding round	Latest funding round $ 5m (about 9 years ago)	Latest funding round N/A	Latest funding round N/A	Latest funding round N/A	Latest funding round $ 5.2m (almost 6 years ago)
Total funding raised	Total funding raised $ 31.8m	Total funding raised N/A	Total funding raised $ 418.3m	Total funding raised $ 21m	Total funding raised $ 68.2m