Company Profiles

driven by the PitchBook Platform

AdvisorEngine

AdvisorEngine
2012 FOUNDED
PRIVATE STATUS
11-50 EMPLOYEES
Series A1 LATEST DEAL TYPE
$5M LATEST DEAL AMOUNT
2 INVESTORS
Description

Provider of an digital wealth management platform intended to analyze and track business development online account opening and funding, billing, data aggregation and performance reporting. The company's digital wealth management platform 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.

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 10013
United States
Request full access to PitchBook

You’re viewing a free company profile from the PitchBook Platform. To explore AdvisorEngine’s full profile, request a free trial.

AdvisorEngine Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
5. Early Stage VC (Series A1) 29-Apr-2017 $5M 000.00 0000 Completed Startup
4. Early Stage VC (Series A) 18-Nov-2016 000.00 000.00 000.00 Completed Startup
3. Seed Round 08-Mar-2016 00.00 00.000 0000 Completed Startup
2. Seed Round 18-Sep-2015 $4.99M $5.35M 0000 Completed Startup
1. Seed Round 14-May-2014 $365K $365K 00.000 Completed Startup
To view this company’s complete deal history including valuation and funding, request access »

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%
To view this company’s complete Cap Table, request access »

AdvisorEngine Investments & Acquisitions (3)

Company Name Date Type Deal Size Industry Lead Partner
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
To view this company’s complete investment and acquisition history, request access »

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 (7)

Name Title Board
Seat
Contact
Info
Richard Cancro Co-Founder, Board Member & Chief Executive Officer
David Scalzo Co-Founder, Chief Financial Officer and Advisor
Vladimir Baranov Co-Founder & Chief Technology Officer
Richard Ellinger Executive
Alexey Sokolin JD Co-Founder & Board Member

1 Former Executive

You’re viewing 5 of 7 executives. Get the full list »

AdvisorEngine Board Members (7)

Name Representing Role Since Contact
Info
Alexey Sokolin JD AdvisorEngine Co-Founder & Board Member 000 0000
David Scalzo AdvisorEngine Co-Founder, Chief Financial Officer and Advisor 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
You’re viewing 5 of 7 board members. Get the full list »
Questions or concerns about this profile? Reach out to website-support@pitchbook.com