AdvisorEngine Funding & Investors
AdvisorEngine CRM is built to think like you, helping to optimize everything you do to service clients and grow your business. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform.
advisorengine.comTotal Amount Raised: $42,000,000
AdvisorEngine Funding Rounds
Debt Financing
$22,000,000
Debt Financing Investors
WisdomTreeSeries A
$20,000,000
Series A Investors
WisdomTree
Funding info provided by Diffbot.