AdvisorEngine

New York, NY

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.com

Company Details

Founded: 2014
Employees: Between 20 - 100 employees
Raised: $54,305,024
Headquarters Location: New York, NY
Public: No
Acquired: Yes
CEO: Rich Cancro
Founders: Vladimir Baranov
Rich Cancro

Company Collections

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AdvisorEngine's Industries

Software Companies

Financial Technology Companies

Financial Services Companies

Software As A Service Companies

AdvisorEngine's Tech Stack

Microsoft Azure

AdvisorEngine Headquarters Location

60 Hudson Street Suite 1807, New York, NY 10013

Total Amount Raised: $54,305,024

AdvisorEngine Funding Rounds

Debt Financing
$22,000,000
Jan 1, 2018
Debt Financing Investors
WisdomTree
Series Unknown
$5,000,000
May 1, 2017
Series A
$20,000,000
Nov 17, 2016
Series A Investors
WisdomTree
Debt Financing
$468,500
Aug 29, 2016
Seed
$3,486,522
Feb 21, 2016
Seed
$3,250,000
Nov 17, 2015
Debt Financing
$100,000
Apr 15, 2015

Funding info provided by Diffbot.

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