What departments does AdvisorEngine have?

AdvisorEngine has employees across 12 departments including Legal, Engineering, Business Development, Customer Success, Operations.

What is the largest department at AdvisorEngine?

The largest department at AdvisorEngine is Engineering with 11 employees.

Where are AdvisorEngine employees located globally?

AdvisorEngine has employees across 3 continents and 4 countries including United States Of America, New Zealand, Uruguay, Argentina.

How has AdvisorEngine's team size changed over time?

AdvisorEngine's team has decreased from approximately 107 to 81 employees based on available data.

AdvisorEngine Employee Directory

Q: Who are AdvisorEngine's key employees and leadership?

AdvisorEngine's key employees include: Ceo & Founder: R. C., Chief Legal Officer: B. H., Chief Information Officer / Chief Technology Officer: R. M., Chief Administrative Officer: C. D. D., Chief Administrative Officer: C. D..

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.

AdvisorEngine Global Highlights

North America
82

United States Of America
82

South America
5

Uruguay
3
Argentina
2

Oceania
1

New Zealand
1

AdvisorEngine's Leadership

R. C.
Ceo & Founder
Mobile Phone
Email
B. H.
Chief Legal Officer
Mobile Phone
Email
R. M.
Chief Information Officer / Chief Technology Officer
Mobile Phone
Email
C. D. D.
Chief Administrative Officer
Mobile Phone
Email
C. D.
Chief Administrative Officer
Mobile Phone
Email
R. S.
Head Of Client Success
Mobile Phone
Email
C. P.
Head Of Celebration Action Team
Mobile Phone
Email
T. F.
Head Of Ai
Mobile Phone
Email

AdvisorEngine Employee Metrics

100%

50%

0%

2026

2025

Engineering
Operations
Product Management
Arts & Design
Support
Other
Analytics
Sales
Banking
Quality Assurance
Information Technology
Education

Contact profiles from AdvisorEngine

Name

Title

Contact Info

Location

Last Update

B. H.
Chief Legal Officer
Mobile Phone
Email
United StatesNew Jersey
Apr 15, 2026
R. M.
Chief Information Officer / Chief Technology Officer
Mobile Phone
Email
United StatesNew York
Oct 06, 2025
C. D. D.
Chief Administrative Officer
Mobile Phone
Email
United States
Apr 15, 2026
C. D.
Chief Administrative Officer
Mobile Phone
Email
Jul 16, 2025
R. C.
Ceo & Founder
Mobile Phone
Email
United StatesNew York
Mar 16, 2026
J. W.
Vp, Sales & Business Development
Mobile Phone
Email
United StatesMassachusetts
Apr 16, 2026
R. S.
Head Of Client Success
Mobile Phone
Email
United StatesNorth Carolina
Jun 06, 2026
C. P.
Head Of Celebration Action Team
Mobile Phone
Email
United StatesNorth Carolina
Nov 06, 2025
T. F.
Head Of Ai
Mobile Phone
Email
United StatesNew Jersey
Apr 16, 2026
K. C.
Head Of Relationship Management
Mobile Phone
Email
United StatesNorth Carolina
May 30, 2026

Frequently Asked Questions

What is AdvisorEngine known for?

AdvisorEngine was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in 1616 East Millbrook Road Suite 210 Raleigh, North Carolina 27609 United States; you can contact the main corporate office by phone at

+1-866-826-****

. Explore AdvisorEngine's company overview page for more information.

What is AdvisorEngine's most common email format?

AdvisorEngine employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more AdvisorEngine email formats with LeadIQ.

How many employees does AdvisorEngine have currently?

AdvisorEngine has approximately 76 employees as of May 2026. These team members are located across 3 continents, including North AmericaSouth AmericaOceania.

Who are AdvisorEngine's key employees and leadership?

As of May 2026, AdvisorEngine's key employees include:

Ceo & Founder: R. C.
Chief Legal Officer: B. H.
Chief Information Officer / Chief Technology Officer: R. M.
Chief Administrative Officer: C. D. D.
Chief Administrative Officer: C. D.

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AdvisorEngine Employee Directory

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