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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.
Dovenmuehle Mortgage, Inc. is one of the leading mortgage subservicing companies in the United States specializing in servicing loans on behalf of commercial banks, credit unions, mortgage banking companies and state and local housing finance agencies nationwide. Dovenmuehle was founded in 1844 and is the oldest mortgage banking company in the Midwest and one of the oldest mortgage companies in the United States. Dovenmuehle subservices residential, commercial and multifamily mortgage loans for borrowers located in all 50 states, Puerto Rico and the U.S. Territories.
Home State Bank is one of the leading providers in Financial Services. It is based in Indianapolis, IN. To find more information about Home State Bank, please visit www.homestatebank.com
Finance 500 is a Irvine, CA-based company in the Financial Services sector.