AdvisorEngine Overview

  • Founded

  • 2014

Founded
  • Status

  • Private

  • Employees

  • 66

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 business. 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

Website
www.advisorengine.com
Formerly Known As
Vanare
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Primary Office
  • 60 Hudson Street
  • New York, NY 10013
  • United States
+1 (866) 000-0000

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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 business. The
Financial Software
New York, NY
66 As of 2021
000.00
000000000000 000.00

00000

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000000000 00000000
Abu Dhabi, United Arab Emirates
00 As of 0000
000.00
00000000000 000.00

000000

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000000000 00000000
Singapore, Singapore
00 As of 0000
000.00
00000000000 000.00
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AdvisorEngine Competitors (41)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Sarwa Venture Capital-Backed Abu Dhabi, United Arab Emirates 00 000.00 00000000000 000.00
00000000 Venture Capital-Backed Singapore, Singapore 00 000.00 00000000000 000.00
00000 Venture Capital-Backed Singapore, Singapore 00 0000 000000 0
00000000 0000000, Formerly VC-backed Redwood City, CA 000 00000 000000&0 00000
000000000 Venture Capital-Backed Singapore, Singapore 000 000.00 00000000000 000.00
You’re viewing 5 of 41 competitors. Get the full list »

AdvisorEngine Executive Team (13)

Name Title Board Seat Contact Info
Richard Cancro Co-Founder, Chief Executive Officer & Board Member
Craig Ramsey Chief Operating Officer & Board Member
Carly Diego Chief Administrative Officer
Raj Madan Chief Information Officer
Diane Gibson Controller & Manager, Accounting
You’re viewing 5 of 13 executive team members. Get the full list »

AdvisorEngine Board Members (10)

Name Representing Role Since
00000 000000 AdvisorEngine Chief Operating Officer & Board Member 000 0000
0000000 000000 AdvisorEngine Co-Founder, Chief Executive Officer & Board Member 000 0000
You’re viewing 2 of 10 board members. Get the full list »

AdvisorEngine Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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AdvisorEngine Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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AdvisorEngine Acquisitions (4)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 29-Dec-2017 0000000000 0000 Financial Software 00000 000
00000000 27-Apr-2017 0000000000 Business/Productivity Software 0000000 0
000000000000 15-Feb-2017 0000000000 Financial Software 0000000 0
NestEgg Wealth 18-Dec-2014 Merger/Acquisition Other Capital Markets/Institutions 0000000 0
To view AdvisorEngine’s complete acquisitions history, request access »

AdvisorEngine Subsidiaries (2)

Company Name Industry Location Founded
Wealthminder Financial Software McLean, VA 2013
00000000 Business/Productivity Software Atlanta, GA 0000
To view AdvisorEngine’s complete subsidiaries history, request access »