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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.
Allianz Asset Management (AllianzAM) is the financial and governance holding company for the asset management business of Allianz SE, with approx. EUR 1.9trn of assets under management and approx. 5,000 employees worldwide. AllianzAM is comprised of two separate investment management companies: Allianz Global Investors and PIMCO.
United Way of Lake County is a local, independent non-profit organization that aims to measurably improve the quality of lives in Lake County by funding critical issues facing the community.
Armentrout is a Englewood, FL-based company in the Financial Services sector.