ADVISORENGINE
AdvisorEngine is a next-generation wealth management platform for investment advisors to help grow their business. As the only technology platform to fully integrate Online Wealth Management, CRM and Portfolio Management in a seamless solution, AdvisorEngine offers RIAs a comprehensive, integrated experience with flexibility across workflows, data and usability, empowering advisors to aggregate assets by deepening the client relationship through both traditional face-to-face advice and completely digital, low-touch interaction. Founded by a team of experienced and creative financial and technology executives, AdvisorEngine is the most powerful and scalable platform for the investment advisor community.
ADVISORENGINE
Industry:
Financial Services FinTech Internet SaaS Wealth Management
Founded:
2014-01-01
Address:
New York, New York, United States
Country:
United States
Website Url:
http://www.advisorengine.com
Total Employee:
11+
Status:
Active
Contact:
(866)826-2731
Email Addresses:
[email protected]
Total Funding:
54.31 M USD
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible Google Analytics Google Tag Manager Global Site Tag IPv6 Google Maps Cloudflare JS US Privacy User Signal Mechanism CDN JS
Similar Organizations
Breathe Life
Breathe Life is an enterprise Software-as-a-Service, or SaaS, platform for the individual insurance industry.
Carpay
Lending enablement platform for BHPH
simplesurance
Simplesurance creates a platform for simple access to insurance to combine traditional insurance industries with digital business.
Souche
Souche provides new and second-hand car trading services.
Current Advisors List
Current Employees Featured
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2018-01-02 | Junxure | Junxure acquired by AdvisorEngine | 16 M USD |
| 2017-02-15 | Wealthminder | Wealthminder acquired by AdvisorEngine | N/A |
| 2014-12-18 | NestEgg Wealth | NestEgg Wealth acquired by AdvisorEngine | N/A |
Investors List
WisdomTree
WisdomTree investment in Debt Financing - AdvisorEngine
WisdomTree
WisdomTree investment in Series A - AdvisorEngine
Kirenaga Partners
Kirenaga Partners investment in Venture Round - AdvisorEngine
Newest Events participated
Participated in Finalist - 2017 Benzinga Global Fintech Awards
on 2017-05-11 as exhibitor
Key Employee Changes
| Date | New article |
|---|---|
| 2021-07-27 | AdvisorEngine Hires Raj Madan as Chief Information Officer |
Official Site Inspections
http://www.advisorengine.com Semrush global rank: 2.45 M Semrush visits lastest month: 7.26 K
- Host name: ec2-34-213-106-51.us-west-2.compute.amazonaws.com
- IP address: 34.213.106.51
- Location: Boardman United States
- Latitude: 45.8491
- Longitude: -119.7143
- Metro Code: 810
- Timezone: America/Los_Angeles
- Postal: 97818
