AdvisorEngine
One open technology platform for every wealth management moment.
81 employees · est. 2014 · Raleigh, United States
InvestCloud, Inc.
Connected experiences that shape the future of wealth.
971 employees · est. 2010 · West Hollywood, United State...
InvestCloud, Inc. is the older company (2014 vs 2010); InvestCloud, Inc. is the larger of the two.
Side-by-Side Comparison
| Metric | AdvisorEngine | InvestCloud, Inc. |
|---|---|---|
| Founded | ||
| Founded | 2014 | 2010 older |
| Headquarters | ||
| Headquarters | Raleigh, United States | West Hollywood, United States |
| Employees | ||
| Employees | 81 | 971 larger |
| Industry | ||
| Industry | Financial Services, Fintech, Internet | Cloud Infrastructure, Financial Services, Fintech |
| Funding Stage | ||
| Funding Stage | Debt Financing | Private Equity |
| Total Funding | ||
| Total Funding | Not tracked yet | $54.06M |
| Funding Rounds | ||
| Funding Rounds | 8 | 5 |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| 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 | Digital Transformation, Financial Industry, Cloud-native Platform, Wealth Management, Client Communication, Digital Investment Platforms, No-code Software, Digital Experience, Financial Technology, Digital Enablement, Investment Management, Hedge Funds, Institutional Investors |
| Website | ||
| Website | advisorengine.com | investcloud.com |
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 fi...
About InvestCloud, Inc.
InvestCloud, Inc. is a leading force in the digital transformation of the financial services industry. Founded in 2010, the company's slogan “Powering the Digital Transformation of the Financial Services Industry” reflects its commitment to revolutionizing the sector. InvestCloud offers a unique, no...
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Funding, hiring, leadership and stack changes at AdvisorEngine and InvestCloud, Inc. — by email.
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Compiled from the BounceWatch company index. We last looked at AdvisorEngine on 11 Nov 2024, and InvestCloud, Inc. on 11 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.