Insights

Strategic Partnership AdvisorEngine has recently deepened integrations with Charles Schwab & Co., indicating a strong partnership that can be leveraged to explore cross-selling opportunities to Schwab's client base.

Expanded Offering The launch of the next generation of scalable financial planning ecosystem by AdvisorEngine presents a new avenue to engage investment advisors, opening up opportunities for upselling additional services and solutions.

Acquisition Synergies The acquisition of Junxure by AdvisorEngine for $30 million showcases a potential synergy between the two companies, creating prospects for bundled offerings and cross-selling opportunities to existing Junxure customers.

New Leadership With the appointment of industry veteran Ned Dane as Chief Growth Officer, AdvisorEngine is signaling a focus on expansion, presenting an opportunity for strategic partnerships and client acquisition under new leadership.

Enhanced Capabilities AdvisorEngine's data visualization dashboards offer tailored insights across wealth management focus areas, providing a compelling value proposition to potential clients and creating avenues for showcasing advanced capabilities during the sales process.

AdvisorEngine Tech Stack

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

  • cdnjs
    Content Delivery Network
  • HubSpot CMS Hub
    Content Management System
  • Artifactory
    Development
  • React
    Javascript Frameworks
  • Preact
    Javascript Libraries
  • Webpack
    Miscellaneous
  • .NET
    Programming Languages
  • JSON
    Programming Languages

Media & News

AdvisorEngine's Email Address Formats

AdvisorEngine uses at least 1 format(s):
AdvisorEngine Email FormatsExamplePercentage
FLast@advisorengine.comJDoe@advisorengine.com
67%
First@advisorengine.comJohn@advisorengine.com
19%
Last@advisorengine.comDoe@advisorengine.com
8%
First.Last@advisorengine.comJohn.Doe@advisorengine.com
6%

Frequently Asked Questions

Where is AdvisorEngine's headquarters located?

Minus sign iconPlus sign icon
AdvisorEngine's main headquarters is located at 1616 E Millbrook Rd Ste. 210 Raleigh, North Carolina 27609 US. The company has employees across 5 continents, including North AmericaSouth AmericaAsia.

What is AdvisorEngine's phone number?

Minus sign iconPlus sign icon
You can contact AdvisorEngine's main corporate office by phone at . 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?

Minus sign iconPlus sign icon
AdvisorEngine's official website is advisorengine.com and has social profiles on LinkedIn.

How much revenue does AdvisorEngine generate?

Minus sign iconPlus sign icon
As of June 2024, AdvisorEngine's annual revenue reached $15M.

What is AdvisorEngine's NAICS code?

Minus sign iconPlus sign icon
AdvisorEngine's NAICS code is 52 - Finance and Insurance.

How many employees does AdvisorEngine have currently?

Minus sign iconPlus sign icon
As of June 2024, AdvisorEngine has approximately 83 employees across 5 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?

Minus sign iconPlus sign icon
AdvisorEngine operates in the Financial Services industry.

What technology does AdvisorEngine use?

Minus sign iconPlus sign icon
AdvisorEngine's tech stack includes cdnjsHubSpot CMS HubArtifactoryReactPreactWebpack.NETJSON.

What is AdvisorEngine's email format?

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

How much funding has AdvisorEngine raised to date?

Minus sign iconPlus sign icon
As of June 2024, AdvisorEngine has raised $22M in funding. The last funding round occurred on Jan 02, 2018 for $22M.

When was AdvisorEngine founded?

Minus sign iconPlus sign icon
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.

Section iconCompany Overview

Headquarters
1616 E Millbrook Rd Ste. 210 Raleigh, North Carolina 27609 US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
51-200

Section iconFunding & 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

Section iconFunding & 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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.