AdvisorEngine Overview
- Year Founded
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2014
- Status
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Private
- Employees
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83
- Latest Deal Type
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Buyout/LBO
- Financing Rounds
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7
- Investments
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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
Website
www.advisorengine.comCorporate Office
- 1616 E Millbrook Road
- Raleigh, NC 27609
- United States
Corporate Office
- 1616 E Millbrook Road
- Raleigh, NC 27609
- United States
AdvisorEngine Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
AdvisorEngine Comparisons
Industry
Financing
Details
AdvisorEngine Competitors (43)
One of AdvisorEngine’s 43 competitors is Altruist, a Venture Capital-Backed company based in Culver City, CA.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Altruist | Venture Capital-Backed | Culver City, CA | ||||
| eMoney Advisor | Corporate Backed or Acquired | Radnor, PA | ||||
| Wealthfront | Venture Capital-Backed | Palo Alto, CA | ||||
| Paytm | Formerly VC-backed | Noida, India | ||||
| Ginmon | Venture Capital-Backed | Frankfurt, Germany |
AdvisorEngine Related Research & Analysis
Explore institutional-grade private market research from our team of analysts.
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AdvisorEngine Signals
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Key Data Points
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Majestic Referring Domains
AdvisorEngine Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
AdvisorEngine Acquisitions (4)
AdvisorEngine’s most recent deal was a Merger/Acquisition with Junxure for . The deal was made on 29-Dec-2017.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Junxure | 29-Dec-2017 | Merger/Acquisition | Financial Software | ||
| Kredible | 27-Apr-2017 | Merger/Acquisition | Business/Productivity Software | ||
| Wealthminder | 15-Feb-2017 | Merger/Acquisition | Financial Software | ||
| NestEgg Wealth | 18-Dec-2014 | Merger/Acquisition | Other Capital Markets/Institutions |
AdvisorEngine FAQs
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When was AdvisorEngine founded?
AdvisorEngine was founded in 2014.
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Where is AdvisorEngine headquartered?
AdvisorEngine is headquartered in Raleigh, NC.
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What is the size of AdvisorEngine?
AdvisorEngine has 83 total employees.
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What industry is AdvisorEngine in?
AdvisorEngine’s primary industry is Financial Software.
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Is AdvisorEngine a private or public company?
AdvisorEngine is a Private company.
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What is AdvisorEngine’s current revenue?
The current revenue for AdvisorEngine is .
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How much funding has AdvisorEngine raised over time?
AdvisorEngine has raised $63.5M.
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Who are AdvisorEngine’s investors?
Franklin Templeton has invested in AdvisorEngine.
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Who are AdvisorEngine’s competitors?
Altruist, eMoney Advisor, Wealthfront, Paytm, and Ginmon are some of the 43 competitors of AdvisorEngine.
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