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AdvisorEngine logo — One open technology platform for every wealth management mom...

AdvisorEngine

One open technology platform for every wealth management moment.

Founded 2014 United States Raleigh, United States 81 employees Debt Financing Financial Services, Fintech +3

General Information

Company Name AdvisorEngine
Founded Year 2014
Location United States Raleigh, United States
Founders / Decision Makers
Team member
Employees 81
Industries Financial Services, Fintech, Internet +2
Funding Stage Debt Financing
Social

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About AdvisorEngine

**AdvisorEngine** is a **financial technology startup** based in the **United States** that aims to empower advisor growth through its digital platform. Founded in **2014**, it has positioned itself as a pioneering force in digital wealth management technology. **AdvisorEngine** stands out as the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. This platform is specifically designed for financial advisors, offering a wide range of tools, from online account opening and report automation to comprehensive API platforms. This comprehensive approach enables advisors to efficiently serve traditional wealth management clients and fully digital clients from a single platform. Despite its innovative edge, the last recorded investment for **AdvisorEngine** was a **Debt Financing** round on **02 January 2018**. The fact that the details of the last investors are not provided indicates a potential need for more recent financial backing. As the financial services and fintech industries continuously evolve, securing funding from key investors is crucial for **AdvisorEngine** to maintain its position at the forefront of wealth management innovation.

Business keywords: Wealth Management, Financial Technology, Digital Platform, Robo-Advisory, CRM Integration, Investment Advisors, Enterprise B2B Solutions, API Platforms, Online Account Opening, Portfolio Management, Consultation Services, Integrated Wealth Management, Business Growth Solutions

Funding Rounds & Investors (8)

View All
Funding Stage Amount Investors Lead Investors Date
Debt Financing Undisclosed -
02 Jan 2018
Venture Series Unknown Undisclosed -
02 May 2017
Series A Undisclosed -
18 Nov 2016
Debt Financing Undisclosed -
30 Aug 2016
Seed Undisclosed -
22 Feb 2016
Seed Undisclosed -
18 Nov 2015
Debt Financing Undisclosed -
16 Apr 2015
Venture Series Unknown Undisclosed -
28 Apr 2014

AdvisorEngine Alternatives & Competitors

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AdvisorEngine vs
WeInvest - Digital Wealth Platform
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AdvisorEngine vs
d1g1t
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AdvisorEngine vs
GeoWealth
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We are The Advisor's TAMP, built for RIAs like you. Reach out to learn more about our solutions or r...

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FAQ About AdvisorEngine

One open technology platform for every wealth management moment.
AdvisorEngine was founded in 2014.
AdvisorEngine is headquartered in Raleigh, United States.
AdvisorEngine operates in Financial Services, Fintech, Internet, SaaS and Wealth Management. Its work centres on Wealth Management, Financial Technology, Digital Platform and Robo-Advisory.
AdvisorEngine has approximately 81 employees.
AdvisorEngine has completed 8 funding rounds. The latest funding stage is Debt Financing.
Top alternatives and competitors to AdvisorEngine include WeInvest - Digital Wealth Platform, d1g1t, GeoWealth, BridgeFT, CAIS. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
AdvisorEngine and WeInvest - Digital Wealth Platform are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for AdvisorEngine, https://bouncewatch.com/company/advisorengine, updated 7 January 2025. When citing, please name BounceWatch and link this page.

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