AdvisorEngine provides technology solutions for wealth management, including various tools for portfolio management, CRM, digital onboarding, and business intelligence.

AdvisorEngine

IPhone / Mobile Compatible

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SSL by Default

Google Tag Manager

Google Font API

Google Analytics

HSTS

Google Maps

Chief Administrative Officer

Carly de Diego

Craig Ramsey

Chief Growth Officer

John Tyers

President

Julie Lahti

Chief Information Officer / Chief Technology Officer

Raj Madan

CEO & Founder

Rich Cancro

CTO, Founder

Vladimir Baranov

Technical Support Supervisor

Adam Fryor

Lead Product Manager

Arden Pennington

Developer Manager

Bernardo Restrepo

Jarrett Lilien

Richard Cancro

David Coyle

Senior Vice President & Head of Business Development

Rafal Czapski

Product Design Lead

CRAIG RAMSEY

CHIEF OPERATING OFFICER

CARLY DE DIEGO

CHIEF ADMINISTRATIVE OFFICER

JOHN TYERS

CHIEF GROWTH OFFICER

Chief Information Officer (CIO)

Wealth Management Companies that Exited

Wealth Management Acquired Companies With Fewer Than 1000 Employees

Internet Companies With More Than 10 Employees (Top 10K)

SaaS Acquired Companies With Less Than $50M in Revenue

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.

WisdomTree

Debt Financing - AdvisorEngine

Venture Round - AdvisorEngine

Series A - AdvisorEngine

Seed Round - AdvisorEngine

Advertising, Business and Retail Services

New York

United States

North America

AdvisorEngine and Franklin Templeton Unveil Wealth Management's Next Evolution of Goals-based Planning

Breen Blitz: Mercer seals Vanguard OCIO buy • Goldman[Sachs] & Cohen split • PIMCO joins ETF shift • AdvisorEngine ...

AdvisorEngine Integrates With Charles Schwab Trust Bank, Expanding Data Connectivity for Its Wealth Management ...

Pontera and AdvisorEngine Integration to Streamline Holistic 401(k) Management Capabilities for Advisory Firms

Germany

Europe

Denmark

Nigeria

Africa

Israel

Asia

HTML5

Lead Flows

HubSpot Marketing Hub

Twilio

Vimeo

HubSpot Forms

Adobe Fonts

Google Fonts

DigiCert

Comodo PositiveSSL Certificates

news_impact_assignment_basic

key_people

merger_acquisitions

network_dossier

public_peers

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news_processing_basic

legal

legal_dossier

bundesanzeiger

events_dossier

partnerships_market_presence_dossier

partnerships_market_presence

company_dossier

network

strategic_challenges

industry_trends

strategic_challenges_dossier

industry_trends_dossier

company_summary

events

network_mapping

transactions_dossier

swot_dossier

signals

financial_statements

crunchbase_trigger

crunchbase_profile

li_profile

financials_download_nd

private_financials

swot_analysis

financial_legal_advisories

company_structure

industry_analysis

financial_analysis

funding_rounds_analysis

regulatory_analysis

competition_analysis

news_impact_assignment_advanced

news_processing_advanced

news_advanced

purchaser_profile

network_onboarding

translate_crunchbase_fundingrounds

peers

customer_profile

news_basic

valuation

news impact assignment basic	general
public peers	general	Sep 20, 2024 9:05 PM	086542a1
news daily refresh	general
news processing daily refresh	general
news impact assignment daily	general
news processing basic	general	Sep 21, 2024 11:29 AM	e40f973c
company summary	general
signals	general	Sep 20, 2024 9:05 PM	dcfb1934
crunchbase trigger	general	Oct 29, 2024 5:10 PM	27b2706b
crunchbase profile	general	Oct 29, 2024 7:51 PM	20ab6e32
li profile	general
translate crunchbase fundingrounds	general	Nov 6, 2024 3:12 PM	f4d38c89
peers	general	Sep 20, 2024 9:05 PM	8d13e8a0
news basic	general	Sep 20, 2024 9:05 PM	8e8fa019
bundesanzeiger	filings
financials download nd	financials
private financials	financials

COM:ADVISORENGINE

AdvisorEngine