AdvisorEngine Employee Directory

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.

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AdvisorEngine Global Highlights

North America
126

United States Of America
126

South America
3

Argentina
3

Asia
1

India
1

AdvisorEngine's Leadership

N. D.
Chief Growth Officer
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R. M.
Chief Information Officer / Chief Technology Officer
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B. H.
Chief Legal Officer
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C. D. D.
Chief Administrative Officer
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C. D.
Chief Administrative Officer
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T. K.
Chief Technology Officer Partner
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R. S.
Head Of Client Success
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D. C.
Head Of Onboarding
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AdvisorEngine Employee Metrics

100%

50%

0%

2024

2023

Engineering
Operations
Product Management
Arts & Design
Support
Other
Analytics

Contact profiles from AdvisorEngine

Name

Title

Contact Info

Location

Last Update

N. D.
Chief Growth Officer
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Email
Nov 15, 2024
R. M.
Chief Information Officer / Chief Technology Officer
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Email
United StatesNew York
Nov 15, 2024
D. N.
President, Freelance Software Engineer
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United StatesNorth Carolina
Oct 23, 2024
B. H.
Chief Legal Officer
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United StatesNew York
Nov 15, 2024
C. D. D.
Chief Administrative Officer
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United StatesNew Jersey
Nov 12, 2024
C. D.
Chief Administrative Officer
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Email
Oct 23, 2024
J. C.
Owner
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Email
United StatesNew Mexico
Oct 17, 2024
R. C.
Ceo & Founder
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Email
United StatesNew York
Apr 17, 2023
T. K.
Chief Technology Officer Partner
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Email
United StatesGeorgia
May 15, 2024
R. S.
Head Of Client Success
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Email
United StatesNorth Carolina
Nov 15, 2024

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 E Millbrook Rd Ste. 210 Raleigh, North Carolina 27609 US; 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 84 employees as of November 2024. These team members are located across 3 continents, including North AmericaSouth AmericaAsia.

Who are AdvisorEngine's key employees and leadership?

As of November 2024, AdvisorEngine's key employees include:

Chief Growth Officer: N. D.
Chief Information Officer / Chief Technology Officer: R. M.
Chief Legal Officer: B. H.
Chief Administrative Officer: C. D. D.
Chief Administrative Officer: C. D.

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