AdvisorEngine Overview

  • Year Founded
  • 2014

Year Founded

  • Status
  • Private

  • Employees
  • 83

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 7

  • Investments
  • 4

AdvisorEngine General Information

Description

Developer of a digital wealth management platform intended to help investment advisors to help grow their businesses. The company's platform integrates online wealth management, customer relationship management, and portfolio management in a seamless way that offers a comprehensive, integrated experience with flexibility across workflows, data, and usability, enabling advisors to aggregate assets by deepening the client relationship through both traditional face-to-face advice and completely digital, low-touch interaction.

Contact Information

Formerly Known As
Vanare
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Corporate Office
  • 1616 E Millbrook Road
  • Raleigh, NC 27609
  • United States
+1 (866)
Primary Industry
Financial Software
Other Industries
Other Financial Services
Vertical(s)
Corporate Office
  • 1616 E Millbrook Road
  • Raleigh, NC 27609
  • United States
+1 (866)

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AdvisorEngine Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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AdvisorEngine Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a digital wealth management platform intended to help investment advisors to help grow their businesses. Th
Financial Software
Raleigh, NC
83 As of 2025

Culver City, CA
 

Radnor, PA
 
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AdvisorEngine Competitors (43)

One of AdvisorEngine’s 43 competitors is Altruist, a Venture Capital-Backed company based in Culver City, CA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Altruist Venture Capital-Backed Culver City, CA
eMoney Advisor Corporate Backed or Acquired Radnor, PA
Wealthfront Venture Capital-Backed Palo Alto, CA
Paytm Formerly VC-backed Noida, India
Ginmon Venture Capital-Backed Frankfurt, Germany
You’re viewing 5 of 43 competitors. Get the full list »

AdvisorEngine Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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AdvisorEngine Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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AdvisorEngine Acquisitions (4)

AdvisorEngine’s most recent deal was a Merger/Acquisition with Junxure for . The deal was made on 29-Dec-2017.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Junxure 29-Dec-2017 Merger/Acquisition Financial Software
Kredible 27-Apr-2017 Merger/Acquisition Business/Productivity Software
Wealthminder 15-Feb-2017 Merger/Acquisition Financial Software
NestEgg Wealth 18-Dec-2014 Merger/Acquisition Other Capital Markets/Institutions
To view AdvisorEngine’s complete acquisitions history, request access »

AdvisorEngine FAQs

  • When was AdvisorEngine founded?

    AdvisorEngine was founded in 2014.

  • Where is AdvisorEngine headquartered?

    AdvisorEngine is headquartered in Raleigh, NC.

  • What is the size of AdvisorEngine?

    AdvisorEngine has 83 total employees.

  • What industry is AdvisorEngine in?

    AdvisorEngine’s primary industry is Financial Software.

  • Is AdvisorEngine a private or public company?

    AdvisorEngine is a Private company.

  • What is AdvisorEngine’s current revenue?

    The current revenue for AdvisorEngine is .

  • How much funding has AdvisorEngine raised over time?

    AdvisorEngine has raised $63.5M.

  • Who are AdvisorEngine’s investors?

    Franklin Templeton has invested in AdvisorEngine.

  • Who are AdvisorEngine’s competitors?

    Altruist, eMoney Advisor, Wealthfront, Paytm, and Ginmon are some of the 43 competitors of AdvisorEngine.

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