AdvisorEngine
2014
FOUNDED
PRIVATE
STATUS
71-80
EMPLOYEES
Later Stage VC
LATEST DEAL TYPE
$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.
Website
Formerly Known As
Vanare
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Business/Productivity Software
Other Financial Services
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 | 09-Jan-2018 | $30M | 000.00 | Completed | 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 |
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% |
AdvisorEngine Competitors (41)
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| WeInvest | Venture Capital-Backed | Singapore, Singapore | 00 | 000.00 | 00000000000 | 000.00 |
| 00000000 0000000 | Venture Capital-Backed | Redwood City, CA | 000 | 00000 | 00000000000 | 00000 |
| 00000 | Corporation | Chicago, IL | 00 | |||
| 000000 | Venture Capital-Backed | San Francisco, CA | 000 | 00000 | 00000000000 | 00000 |
| 000000 | Corporation | New York, NY | 0 |
AdvisorEngine Investments & Acquisitions (4)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 0000000 | 29-Dec-2017 | 000000000000000000 | 0000 | Financial Software | 00000 000000 |
| 00000000 | 27-Apr-2017 | 000000000 00000 00 | Business/Productivity 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 |
AdvisorEngine Subsidiaries (3)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| Wealthminder | Financial Software | McLean, VA | 2013 |
| 00000000 | Business/Productivity Software | Atlanta, GA | 0000 |
| 0000000 | Financial Software | Raleigh, NC | 0000 |
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)
3 Former Executives
You’re viewing 4 of 7 executives. Get the full list »AdvisorEngine Board Members (10)
| Name | Representing | Role | Since | Contact Info |
|---|---|---|---|---|
| Craig Ramsey | AdvisorEngine | Chief Operating Officer & Board Member | 000 0000 | |
| David Scalzo | Self | Board Member | 000 0000 | |
| Jarrett Lillian | AdvisorEngine | Board Member | 000 0000 | |
| Jon Wilson | AdvisorEngine | Board Member | 000 0000 | |
| Richard Cancro | AdvisorEngine | Co-Founder, Board Member & Chief Executive Officer | 000 0000 |
3 Former Board Members
You’re viewing 5 of 10 board members. Get the full list »