AdvisorEngine Overview
- Founded
-
2014

- Status
-
Private
- Employees
-
66

- 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
AdvisorEngine Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
AdvisorEngine Comparisons
Description
Primary
Industry
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
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 |
AdvisorEngine Executive Team (13)
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 |
AdvisorEngine Signals
AdvisorEngine Investors
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
---|
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 |
AdvisorEngine Subsidiaries (2)
Company Name | Industry | Location | Founded |
---|---|---|---|
Wealthminder | Financial Software | McLean, VA | 2013 |
00000000 | Business/Productivity Software | Atlanta, GA | 0000 |