AdvisorEngine
Financial Software · North Carolina, United States · 51-200 Employees
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Overview
Headquarters
3651 Trust Dr, Raleigh, North Carolina, ...Phone Number
(917) 267-3858Website
www.advisorengine.comRevenue
$54.1 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
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Jun
ZI Rank
3
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4
2
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1
About AdvisorEngine
AdvisorEngine develops comprehensive wealth management technology that transforms how financial advisors serve clients and operate their businesses. The platform integrates client relationship management, prospect engagement capabilities, and streamlined onboarding processes with sophisticated financial planning and portfolio construction tools. By combining automation with human expertise, AdvisorEngine enables advisors to deliver personalized guidance while maintaining operational efficiency across their practices. The technology addresses three critical dimensions of the advisory business: the advisor experience through intelligent workflow automation and analytics, the business operations experience via compliance management and fee billing systems, and the client experience through goals-based planning and performance reporting. Account aggregation and model portfolio tools provide advisors with comprehensive client visibility, while portfolio construction analytics support informRead more
AdvisorEngine Org Chart
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AdvisorEngine financials insights
Gather financial insights about AdvisorEngine, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2015
Private Equity
$3.5M
2016
Series A
$20M
2017
Private Equity
$5M
Private Equity
$30M
2018
Other Financing Round
$22M
AdvisorEngine Tech Stack
A closer look at the technologies used by AdvisorEngine
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Open Position
Person-Based
Artificial Intelligence, Language
Person-Based
Product Development, User Experience, User Interface
Person-Based
Language Technology, Artificial Intelligence, Language
Person-Based
AdvisorEngine News & Media
AdvisorEngine and TradePMR: An Integration Designed to Deliver Investment Management Power, Intelligent Automation, and a Simplified Client Experience for RIAs
TAMPA, Fla.--(BUSINESS WIRE)--AdvisorEngine integrates with custodian services provider focused on independent investment advisory firm growth.AdvisorEngine Integrations Add AI Power, Greater Financial Data Access and Expanded Workflow Automation to Wealth Management Platform
NEW YORK--(BUSINESS WIRE)--AdvisorEngine now works with popular AI notetakers Jump, Zeplyn and Zocks.The Oasis Group and AdvisorEngine Release Research Report on Artificial Intelligence Note Takers
FORT MILL, S.C.--(BUSINESS WIRE)-- #AI--The Oasis Group, a leading consultancy for the wealth management industry, recently launched a new research report on Artificial Intelligence (AI) Note Takers, sponsored by AdvisorEngine Inc.®, a provider of a complete wealth management platform for investment advisory firms. The comprehensive report evaluates the role of AI Note Takers in the wealth management sector – specifically analyzing their impact on financial advisors and their teams – and provideAdvisorEngine and Franklin Templeton Unveil Wealth Management’s Next Evolution of Goals-based Planning
NEW YORK--(BUSINESS WIRE)--AdvisorEngine®, the financial experience company, released today the next generation of its scalable financial planning ecosystem, offering investment advisors and their clients a planning experience within a comprehensive wealth management platform that is simple to engage with and adaptable to needs over time. For the first time, advisors can work with clients to quickly create and fund a financial plan that can be fully implemented without jumping through multiple
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AdvisorEngine develops comprehensive wealth management technology that transforms how financial advisors serve clients and operate their businesses. The platform integrates client relationship management, prospect engagement capabilities, and streamlined onboarding processes with sophisticated financial planning and portfolio construction tools. By... Read More
