We operate at the forefront of wealth management – reimagining how technology can serve financial advisors.
AdvisorEngine is an all-in-one digital wealth management platform helping financial advisors connect more deeply, scale more efficiently and deliver better outcomes.
AdvisorEngine is an all-in-one digital wealth management platform helping financial advisors connect more deeply, scale more efficiently and deliver better outcomes.
Location: United States, North Carolina, Raleigh
Employees: 51-200
Phone: +1 919-813-8142
Total raised: $20M
Founded date: 2014
Funding Rounds 1
| Date | Series | Amount | Investors |
| 21.11.2016 | Series A | $20M | - |
Mentions in press and media 6
| Date | Title | Description |
| 20.02.2024 | AdvisorEngine® joins The Wealth Engineering Expert Sourcing Consortium - Master The HNW Wealth Advisory Maze At Scale | At AdvisorEngine, we are dedicated to supporting advisory firms working to solve their growth challenges and deliver their excellence at scale,” — AdvisorEngine CEO Rich Cancro ORLANDO, FLORIDA, UNITED STATES, February 20, 2024 /EINPresswir... |
| 21.11.2016 | AdvisorEngine Grabs $20M | NEW YORK, NY, WisdomTree Investments, Inc. (NASDAQ:WETF) announced that it has invested $20 million for a 36% equity interest in AdvisorEngine. >> Click here for more funding data on AdvisorEngine >> To export AdvisorEngine ... |
| 20.11.2016 | Vanare Raises $20 Million Series A | Vanare, the innovative digital wealth management technology platform that has been gaining momentum in the financial services industry for approximately three years, announced today that it has secured $20 million in Series A financing. The... |
| 18.11.2016 | WisdomTree Invests $20M in AdvisorEngine | NEW YORK, Nov. 18, 2016 (GLOBE NEWSWIRE) -- WisdomTree Investments, Inc. (NASDAQ:WETF) announced that it has invested $20 million for a 36% equity interest in AdvisorEngine, formerly known as Vanare, an end-to-end digital wealth management ... |
| 18.11.2016 | AdvisorEngine Raises $20M in Series A Financing | AdvisorEngine (fka Vanare), a NYC-based innovative digital wealth management technology platform, secured $20m in Series A financing. The strategic investment was made by WisdomTree Investments, Inc. (NASDAQ: WETF). WisdomTree and AdvisorEn... |
| - | This NYC Startup Raised $20M to Invest in Your Future | 335SHARES FacebookTwitter Linkedin Wealth management is taken very seriously by Americans given that confidence in the future of social security is at an all time. The infrastructure needed for prudent planning an operational support for fi... |