Short description
AdvisorEngine is a next-generation wealth management platform for investment advisors to help grow their business.
Description
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.
Last funding
Blurry Noaccess
Sign in for full access
Total funding
$$3123123
Sign in for full access
Location
New York, New York, United States, North America
Founded on
January 1, 2014
Exited on
May 6, 2020
Non-profit?
No
Acquired?
No
Employees count
51-100
Revenue range
$56378 - 90123
Sign in for full access
Investors
Cannot Access, Noway Youcantaccess
Sign in for full access
Founders
David Scalzo, Lex Sokolin, Richard Cancro, Vladimir Baranov