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AdvisorEngine

AdvisorEngine
2012 FOUNDED
PRIVATE STATUS
11-20 EMPLOYEES
Later Stage VC LATEST DEAL TYPE (Announced)
$30M LATEST DEAL AMOUNT
2 INVESTORS
Description

Provider of a digital wealth management platform intended to help investment advisors to help grow their business. The company's digital wealth management platform offer powerful and intuitive technology for financial advisors and integrates online wealth management, CRM and portfolio management in a seamless way that offers RIAs 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.

Formerly Known As
Vanare
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Business/Productivity Software
Primary Office
  • 60 Hudson Street
  • 18th Floor
  • New York, NY 10013
  • United States

+1 (866) 000-0000
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AdvisorEngine Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
6. Later Stage VC 02-Jan-2018 $30M 000.00 Announced Generating Revenue
5. Early Stage VC (Series A1) 29-Apr-2017 000 000.00 0000 Completed Generating Revenue
4. Early Stage VC (Series A) 18-Nov-2016 000.00 000.00 000.00 Completed Generating Revenue
3. Seed Round 08-Mar-2016 00.00 00.000 0000 Completed Generating Revenue
2. Seed Round 18-Sep-2015 $4.99M $5.35M 0000 Completed Generating Revenue
1. Seed Round 14-May-2014 $365K $365K 00.000 Completed Generating Revenue
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AdvisorEngine Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion
Price
% Owned
Series A1 0,000,000 00.000000 00.00 00.00 00.00 00 00.00 0.000
Series A 00,000,000 00.000000 00.0 00.00 00.00 00 00.00 00.000
Seed 3 0,000,000 00.000000 00.00 00.00 00 00.00 0.00
Seed 2 5,458,667 $0.000100 $0.96 $0.96 1x $0.96 15.4%
Seed 1 1,052,257 $0.000100 $0.35 $0.35 1x $0.35 2.97%
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AdvisorEngine Investments & Acquisitions (4)

Company Name Date Type Deal Size Industry Lead Partner
0000000 29-Dec-2017 000000000000000000 0000 Financial Software 00000 000000
00000000 000000000 27-Apr-2017 000000000000000000 Application Software 0000000 000000
000000000000 15-Feb-2017 000000000000000000 Financial Software 0000000 000000
NestEgg Wealth 18-Dec-2014 Merger/Acquisition Other Capital Markets/Institutions 0000000 000000
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AdvisorEngine Investors (2)

Investor Name Investor Type Holding Investor Since Participating Rounds Board
Seat
Contact
Info
WisdomTree Investments Corporation Minority 000 0000 000000 0
Kirenaga Partners Venture Capital Minority 000 0000 000000 0

AdvisorEngine Executive Team (8)

Name Title Board
Seat
Contact
Info
Richard Cancro Co-Founder, Board Member & Chief Executive Officer
David Scalzo Co-Founder, Chief Financial Officer & Director
Craig Ramsey Chief Operating Officer
Vladimir Baranov Co-Founder & Chief Technology Officer
Richard Ellinger Executive

1 Former Executive

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AdvisorEngine Board Members (6)

Name Representing Role Since Contact
Info
Alexey Sokolin JD AdvisorEngine Co-Founder & Board Member 000 0000
Jon Wilson AdvisorEngine Board Member 000 0000
Jonathan Steinberg WisdomTree Investments Board Member 000 0000
Kurt MacAlpine WisdomTree Investments Board Member 000 0000
Richard Cancro AdvisorEngine Co-Founder, Board Member & Chief Executive Officer 000 0000
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