CTOs on the Move

AdvisorEngine

www.advisorengine.com

 
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 ...
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details
Raj Madan
 Chief Information Officer Profile

Funding

AdvisorEngine raised $26.74M on 11/18/2016
AdvisorEngine raised $22M on 01/02/2018

Similar Companies

Wealth Enhancement Group

Wealth Enhancement Group is a Minneapolis, MN-based company in the Financial Services sector.

Beimdiek Insurance

Beimdiek Insurance is one of the leading providers in Financial Services. It is based in Orlando, FL. To find more information about Beimdiek Insurance, please visit www.beimdiek.com

Freight Capital Partners

Freight Capital Partners is a Carlsbad, CA-based company in the Financial Services sector.

3i Group

3i is a leading international investment company with two complementary businesses, Private Equity and Infrastructure, specialising in core investment markets in northern Europe and North America.

Wright-Patt Credit Union

Wright-Patt Credit Union is committed to helping people through life. With 30 local Member Centers and access to more than 40,000 surcharge-free ATMs, you have convenient access to your money, wherever you may be. Most residents of the Miami Valley and Columbus are eligible for the great benefits of membership at WPCU. Not only do we invest in our members and their families, we also invest in the communities in which you live.