AdvisorEngine Overview

  • Year Founded
  • 2014

Year Founded

  • Status
  • Private

  • Employees
  • 76

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 businesses. 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

Formerly Known As
Vanare
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Corporate 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

This information is available in the PitchBook Platform. To explore AdvisorEngine‘s full profile, request access.

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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 businesses. Th
Financial Software
New York, NY
76 As of 2024
000.00
000000000000 000.00

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000000000 00000000
New York, NY
000 As of 0000
00000
00000000000 00000

00000

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000000000 00000000
Dubai, United Arab Emirates
00 As of 0000
000.00
000000000000 000.00
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AdvisorEngine Competitors (44)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Addepar Venture Capital-Backed New York, NY 000 00000 00000000000 00000
Sarwa Venture Capital-Backed Dubai, United Arab Emirates 00 000.00 000000000000 000.00
Wealthfront Venture Capital-Backed Palo Alto, CA 000 00000 00000000000 00000
MoneyGuide Formerly VC-backed Powhatan, VA 000 000 000000&0 000
Fusion Venture Capital-Backed Singapore, Singapore 00 000000 - 000
You’re viewing 5 of 44 competitors. Get the full list »

AdvisorEngine Executive Team (15)

Name Title Board Seat Contact Info
Richard Cancro Co-Founder, Chief Executive Officer & Board Member
Craig Ramsey Chief Operating Officer & Board Member
Raj Madan Chief Information Officer & Chief Technology Officer
Carly Diego Chief Administrative Officer
Diane Gibson Controller & Manager, Accounting
You’re viewing 5 of 15 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
Junxure 29-Dec-2017 0000000000 0000 Financial Software 00000 000
Kredible 27-Apr-2017 0000000000 Business/Productivity Software 0000000 0
Wealthminder 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 (1)

Company Name Industry Location Founded
Wealthminder Financial Software Raleigh, NC 0000
To view AdvisorEngine’s complete subsidiaries history, request access »

AdvisorEngine FAQs

  • When was AdvisorEngine founded?

    AdvisorEngine was founded in 2014.

  • Who is the founder of AdvisorEngine?

    Richard Cancro, Vladimir Baranov, David Scalzo, and Lex Sokolin JD are the founders of AdvisorEngine.

  • Who is the CEO of AdvisorEngine?

    Richard Cancro is the CEO of AdvisorEngine.

  • Where is AdvisorEngine headquartered?

    AdvisorEngine is headquartered in New York, NY.

  • What is the size of AdvisorEngine?

    AdvisorEngine has 76 total employees.

  • What industry is AdvisorEngine in?

    AdvisorEngine’s primary industry is Financial Software.

  • Is AdvisorEngine a private or public company?

    AdvisorEngine is a Private company.

  • What is AdvisorEngine’s current revenue?

    The current revenue for AdvisorEngine is 000000.

  • How much funding has AdvisorEngine raised over time?

    AdvisorEngine has raised $63.5M.

  • Who are AdvisorEngine’s investors?

    Franklin Templeton has invested in AdvisorEngine.

  • Who are AdvisorEngine’s competitors?

    Addepar, Sarwa, Wealthfront, MoneyGuide, and Fusion are some of the 44 competitors of AdvisorEngine.

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