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Insights

Strategic Partnerships AdvisorEngine has established strong partnerships with industry giants like Charles Schwab & Co. and Charles Schwab Trust Bank, presenting an opportunity for cross-selling or joint initiatives with these trusted entities.

Expansion through Acquisitions Through the acquisition of Junxure and continuous innovation, AdvisorEngine has shown a commitment to growth. Leveraging this expanded portfolio can lead to upselling opportunities to existing clients or tapping into new market segments.

Enhanced Product Offering The launch of the next generation financial planning ecosystem showcases AdvisorEngine's dedication to offering cutting-edge solutions. Positioning these enhanced products can open doors for selling to clients seeking advanced wealth management platforms.

Strategic Hiring Bringing aboard industry veteran Ned Dane as Chief Growth Officer speaks volumes about AdvisorEngine's focus on driving expansion. Leveraging Ned Dane's expertise can aid in developing targeted sales strategies and establishing connections in the industry.

Visual Data Insights The introduction of data visualization dashboards by AdvisorEngine underlines a commitment to providing actionable insights. Utilizing these dashboards can facilitate more informed sales pitches and personalized offerings tailored to clients' specific needs.

Similar companies to AdvisorEngine

AdvisorEngine Tech Stack

AdvisorEngine uses 8 technology products and services including Docker, HubSpot CMS Hub, Artifactory, and more. Explore AdvisorEngine's tech stack below.

Docker
Containerization
HubSpot CMS Hub
Content Management System
Artifactory
Development
RequireJS
Javascript Frameworks
HubSpot
Marketing Automation
RSS
Miscellaneous
JavaScript
Programming Languages
Java
Programming Languages

Media & News

AdvisorEngine's Email Address Formats

AdvisorEngine uses at least 1 format(s):

AdvisorEngine Email Formats	Example	Percentage
FLast@advisorengine.com	JDoe@advisorengine.com	68%
First@advisorengine.com	John@advisorengine.com	20%
Last@advisorengine.com	Doe@advisorengine.com	8%
First.Last@advisorengine.com	John.Doe@advisorengine.com	4%

Frequently Asked Questions

Where is AdvisorEngine's headquarters located?

AdvisorEngine's main headquarters is located at 1616 E Millbrook Rd Ste. 210 Raleigh, North Carolina 27609 US. The company has employees across 3 continents, including North AmericaSouth AmericaAsia.

What is AdvisorEngine's phone number?

You can contact AdvisorEngine's main corporate office by phone at

+1-866-826-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is AdvisorEngine's official website and social media links?

AdvisorEngine's official website is advisorengine.com and has social profiles on LinkedIn.

How much revenue does AdvisorEngine generate?

As of August 2024, AdvisorEngine's annual revenue reached $15M.

What is AdvisorEngine's NAICS code?

AdvisorEngine's NAICS code is 52 - Finance and Insurance.

How many employees does AdvisorEngine have currently?

As of August 2024, AdvisorEngine has approximately 85 employees across 3 continents, including North AmericaSouth AmericaAsia. Key team members include Chief Growth Officer: N. D.Chief Information Officer / Chief Technology Officer: R. M.Chief Administrative Officer: C. D. D.. Explore AdvisorEngine's employee directory with LeadIQ.

What industry does AdvisorEngine belong to?

AdvisorEngine operates in the Financial Services industry.

What technology does AdvisorEngine use?

AdvisorEngine's tech stack includes DockerHubSpot CMS HubArtifactoryRequireJSHubSpotRSSJavaScriptJava.

What is AdvisorEngine's email format?

AdvisorEngine's email format typically follows the pattern of . Find more AdvisorEngine email formats with LeadIQ.

How much funding has AdvisorEngine raised to date?

As of August 2024, AdvisorEngine has raised $22M in funding. The last funding round occurred on Jan 02, 2018 for $22M.

When was AdvisorEngine founded?

AdvisorEngine was founded in 2014.

AdvisorEngine

AdvisorEngine

Financial ServicesNorth Carolina, United States51-200 Employees

AdvisorEngine is a digital platform to supercharge advisor growth.

A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. From online account opening and report automation to comprehensive API platforms—and everything in between—AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively. 

Founded by a team of experienced, creative financial and technology executives, AdvisorEngine continues to innovate in order to keep advisors at the forefront of wealth management.

Company Overview

Headquarters: 1616 E Millbrook Rd Ste. 210 Raleigh, North Carolina 27609 US
Phone number: ✕
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+1-866-826-****
Website: advisorengine.com
NAICS Code: 52 - Finance and Insurance
Founded: 2014
Employees: 51-200

Media & News

Funding & Financials

$22M
AdvisorEngine has raised a total of $22M of funding over 8 rounds. Their latest funding round was raised on Jan 02, 2018 in the amount of $22M.
$10M$50M
AdvisorEngine's revenue is in the range of $10M$50M

Funding & Financials

$22M
AdvisorEngine has raised a total of $22M of funding over 8 rounds. Their latest funding round was raised on Jan 02, 2018 in the amount of $22M.
$10M$50M
AdvisorEngine's revenue is in the range of $10M$50M

Company Leadership

N. D.
Chief Growth Officer
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R. M.
Chief Information Officer / Chief Technology Officer
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C. D. D.
Chief Administrative Officer
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D. C.
Head Of Onboarding
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A. K.
Head Of Relationship Management
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Employee Directory

A. K.
Head Of Relationship Management
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C. P.
Head Of Celebration Action Team
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C. E.
Head Of Product Marketing
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P. A.
Head Of Product Management
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J. W.
Vp, Sales & Business Development
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