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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 +2
Founders / Decision Makers
CARLY DE DIEGO — CHIEF ADMINISTRATIVE OFFICER
Employees 81
Industries Financial Services, Fintech, Internet +2
Funding Stage Debt Financing
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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.

Taxonomy: 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 Unknown - 02 Jan 2018
Venture - Series Unknown Unknown - 02 May 2017
Series A Unknown - 18 Nov 2016
Debt Financing Unknown - 30 Aug 2016
Seed Unknown - 22 Feb 2016

View All 8 Funding Rounds

AdvisorEngine Alternatives & Competitors

AdvisorEngine vs
Pascal WealthTech
Pascal WealthTech Canada

Integrated. Intelligent. Intuitive. We design digital wealth management technology to empower financ...

3 employees
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AdvisorEngine vs
BridgeFT
BridgeFT United States

Powering the next generation of WealthTech.

Series Unknown
30 employees
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Compare AdvisorEngine vs BridgeFT
AdvisorEngine vs
The Institute for Wealth Management
The Institute for Wealth Management

Empowering your financial journey with advanced tools to manage risk and grow wealth for advisors, i...

Financial Services
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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 the following industries: Financial Services, Fintech, Internet, SaaS, Wealth Management.
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 Pascal WealthTech, BridgeFT, The Institute for Wealth Management, Karvy Private Wealth, US Wealth Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
AdvisorEngine and Pascal WealthTech 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.

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