AdvisorEngine

AdvisorEngine

Financial Services

Raleigh, North Carolina 3,758 followers

One open technology platform for every wealth management moment.

About us

AdvisorEngine is a digital platform to supercharge advisor growth. 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. From online account opening and report automation to comprehensive API platforms—and everything in between—AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively. Founded by a team of experienced, creative financial and technology executives, AdvisorEngine continues to innovate in order to keep advisors at the forefront of wealth management.

Industry
Financial Services
Company size
51-200 employees
Headquarters
Raleigh, North Carolina
Type
Privately Held
Founded
2014
Specialties
Wealth Management, Technology, Online Advice, Financial Services, Fintech, and Consultation

Locations

Employees at AdvisorEngine

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Funding

AdvisorEngine 8 total rounds

Last Round

Debt financing

US$ 22.0M

Investors

WisdomTree
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