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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

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Credit Union Association of New Mexico

CUANM helps credit unions better serve their members. The Credit Union Association of New Mexico is a trade organization that helps credit unions address member needs through services, products, education and advocacy. CUANM has been helping credit unions help their members since 1958. CUANM creates partnerships with nationwide and local companies, so credit unions of all sizes can provide products and services their members use every day. Many of the CUANM partnership services can be offered to your membership for free or at reduced fees. CUANM provides classes, seminars, and other resources to give credit unions the information they need to best serve their memberships and communities. CUANM offers our affiliated credit unions on site consulting in the areas of strategic planning, BSA and ACH reviews and compliance. CUANM also offers our affiliated credit unions access to REAL Solutions tool kits, consulting and outreach opportunities. CUANM also works to promote financial literacy at all ages, from early childhood to young adult, through programs offered through local credit unions and educational institutions. Finally, CUANM provide advocacy services, working with state and national representatives, including the State Legislature and our representatives and senators in Washington, D.C., to protect the rights of credit union members.