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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.
Cash America International, Inc. provides specialty financial services to individuals in the United States and Mexico with over 1,000 locations.
Aran Insurance Services Group is a full-service managing general agency and underwriter founded in 2009 by veteran insurance professionals Tim Kenny and John LaCava. We specialize in acquiring and developing insurance underwriting facilities for both the property and casualty and accident and health markets.
Capistar Franchise Holdings is a Eden Prairie, MN-based company in the Financial Services sector.
Dimension Funding, LLC is a Irvine, CA-based company in the Financial Services sector.