AdvisorEngine Email Format

Financial ServicesNorth Carolina, United States51-200 Employees

AdvisorEngine is a Raleigh, North Carolina-based financial services company that provides a digital wealth management platform designed for financial advisors. The platform is an enterprise B2B solution intended to help advisors serve both traditional wealth management clients and fully digital clients from a single system, with features that include online account opening, report automation, and APIs. The company describes itself as a pioneer in digital wealth management technology, having been the first to integrate private-label robo-advice within its platform. AdvisorEngine has 51-200 employees and has expanded its product and ecosystem through initiatives such as a reimagined Client Portal launched in early 2026, a turnkey asset management program announced in March 2026, and an integration with TradePMR announced in 2025. The company was founded by experienced financial and technology executives and maintains its website at advisorengine.com.

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