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

Xplore Federal Credit Union

Xplore Federal Credit Union has been serving the community since 1947. Originally established to provide financial services to New Orleans Shell Oil Company employees, Xplore FCU became a community charter credit union in 2013. Xplore FCU serves over 8,000 members through three local branches, advanced e-services, and Co-Op Shared Branch network. Providing exceptional customer service, products for all life stages, and innovative financial solutions, Xplore FCU surpasses member expectations year after year. Xplore FCU membership is available to anyone living, working, worshipping or attending school in Orleans, Jefferson, and St. Tammany Parishes. With over 70 years of experience, Xplore FCU is the ideal partner to explore your financial possibilities.

Maine Family Federal Credit Union

Maine Family Federal Credit Union is a Lewiston, ME-based company in the Financial Services sector.

Vive Benefits

Pay for healthcare expenses from your HSA savings if you have it and 0% interest credit if you don’t. All with one swipe of your Vive card.

Natixis CIB Americas

Natixis provide financial data for the Markets section on the news channel, Euronews.

Mid Atlantic Capital Corporation

Mid Atlantic Capital Corporation is a Pittsburgh, PA-based company in the Financial Services sector.