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

Asset Advisory Group

Asset Advisory Group is a Cincinnati, OH-based company in the Financial Services sector.

Petra Financial Advisors Inc

Petra Financial Advisors Inc is a Colorado Springs, CO-based company in the Financial Services sector.

First Interstate Bank

First Interstate BancSystem, Inc. is a financial and bank holding company. The Company, through its bank subsidiary First Interstate Bank (the Bank), delivers a range of banking products and services to individuals, businesses, municipalities and other entities. The Company also, through its subsidiary Bank of the Cascades, offers full-service community banking through 46 branches in Oregon, Idaho and Washington. The Company operates through community banking segment. Its community banking segment provides customers with commercial and consumer banking products and services in its market areas through community service activities. In addition to its primary emphasis on commercial and consumer banking services, the Company also offers trust, employee benefit and insurance services through its bank subsidiary. As of August 17, 2018, it operated over 120 banking offices, including online and mobile banking services, throughout Idaho, Montana, Oregon, South Dakota, Washington, and Wyoming.

Lancaster Central Sch Dist

Lancaster Central Sch Dist is a Lancaster, NY-based company in the Financial Services sector.

druml group

druml group is one of the leading providers in Financial Services. It is based in New York, NY. To find more information about druml group, please visit www.drumlgroup.com