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AdvisorEngine

Description

Provider of an online wealth management platform. The company offers a Web-based wealth management and financial services platform which allows investment advisors to arrange all their portfolio and client management both for online client interactions, as well as for their regular-way face-to-face business.

2012

Founded

PRIVATE

Status

11-50

Employees

Series A

Latest Deal Type

$20M

Latest Deal Amount

$26.9M

Total Amount Raised

Description

Provider of an online wealth management platform. The company offers a Web-based wealth management and financial services platform which allows investment advisors to arrange all their portfolio and client management both for online client interactions, as well as for their regular-way face-to-face business.

Website:

www.advisorengine.com

Formerly Known As

Vanare

Ownership Status

Privately held (backing)

Financing Status

Venture Capital-Backed

Primary Industry

Financial Software

Other Industries

Social/Platform Software

Primary Office

60 Hudson Street 18th Floor New York, NY 10013United States
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AdvisorEngine Valuation and Funding

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Deal TypeDateAmountRaised to DatePost-ValStatusStage

AdvisorEngine Cap Table

Stock# of Shares
Authorized
Par ValueDividend Rate (%)Original
Issue Price
LiquidationLiquidation
Pref. Multiple
Conversion
Price
% Owned

AdvisorEngine Investors (2)

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Investor NameInvestor TypeHoldingInvestor SinceParticipating RoundsBoard
Seat
Contact
Info
Kirenaga PartnersPE/BuyoutMinority000 0000000 0000
WisdomTree InvestmentsPE-Backed CompanyMinority000 0000000 0000
Kirenaga Partners PE/Buyout
WisdomTree Investments PE-Backed Company

AdvisorEngine Executive Team (5)

NameTitleBoard
Seat
Contact
Info
Richard CancroCo-Founder, Board Member & Chief Executive Officer
Vladimir BaranovCo-Founder & Chief Technology Officer
Richard EllingerExecutive
Alexey Sokolin JDCo-Founder & Board Member
David ScalzoCo-Founder, Acting CFO & Board Member
Richard Cancro Co-Founder, Board Member & Chief Executive Officer
Vladimir Baranov Co-Founder & Chief Technology Officer
Richard Ellinger Executive
Alexey Sokolin JD Co-Founder & Board Member
David Scalzo Co-Founder, Acting CFO & Board Member

AdvisorEngine Board Members (6)

NameRepresentingRoleSinceContact
Info
Alexey Sokolin JDAdvisorEngineCo-Founder & Board Member000 0000
David ScalzoSelfCo-Founder, Acting CFO & Board Member000 0000
Jon WilsonAdvisorEngineBoard Member000 0000
Jonathan SteinbergWisdomTree InvestmentsFounder, President, Chief Executive officer & Board Member000 0000
Kurt MacAlpineAdvisorEngineBoard Member000 0000
Alexey Sokolin JD Co-Founder & Board Member AdvisorEngine
David Scalzo Co-Founder, Acting CFO & Board Member Self
Jon Wilson Board Member AdvisorEngine
Jonathan Steinberg Founder, President, Chief Executive officer & Board Member WisdomTree Investments
Kurt MacAlpine Board Member AdvisorEngine
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