AdvisorEngine Revenue and Competitors
Estimated Revenue & Valuation
- AdvisorEngine's estimated annual revenue is currently $10M per year.
- AdvisorEngine received $22.0M in venture funding in January 2018.
- AdvisorEngine's estimated revenue per employee is $130,000
- AdvisorEngine's total funding is $54.3M.
Employee Data
- AdvisorEngine has 77 Employees.
- AdvisorEngine grew their employee count by -8% last year.
AdvisorEngine's People
| Name | Title | Email/Phone |
|---|---|---|
1 | CEO & Founder | Reveal Email/Phone |
2 | CTO, Founder | Reveal Email/Phone |
3 | Head Product Management | Reveal Email/Phone |
4 | Head Platform Client Success | Reveal Email/Phone |
5 | Head Projects | Reveal Email/Phone |
6 | Head Relationship Management | Reveal Email/Phone |
7 | Head Sales | Reveal Email/Phone |
8 | Chief Administrative Officer | Reveal Email/Phone |
9 | Chief Information Officer / Chief Technology Officer | Reveal Email/Phone |
10 | Chief Legal Officer | Reveal Email/Phone |
AdvisorEngine Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $24.5M | 175 | -3% | $54.3M | N/A |
#2 | $44.4M | 192 | N/A | N/A | N/A |
#3 | $11.2M | 59 | N/A | N/A | N/A |
#4 | $0.4M | 0 | N/A | N/A | N/A |
#5 | $2.8M | 28 | N/A | N/A | N/A |
#6 | $0.5M | 17 | 13% | $2.5M | N/A |
#7 | $2.7M | 27 | N/A | N/A | N/A |
#8 | $1.5M | 19 | N/A | N/A | N/A |
#9 | $29.1M | 208 | -7% | $20M | N/A |
#10 | $3.2M | 30 | -64% | $34M | N/A |
#11 | $14.1M | 101 | -5% | N/A | N/A |
#12 | $64.7M | 398 | N/A | N/A | N/A |
#13 | $9.1M | 70 | -1% | N/A | N/A |
#14 | $0.3M | 4 | N/A | N/A | N/A |
#15 | $5.1M | 44 | N/A | N/A | N/A |
#16 | $0.3M | 4 | N/A | N/A | N/A |
#17 | $17M | 81 | N/A | N/A | N/A |
#18 | $10.7M | 82 | -11% | $20M | N/A |
What Is AdvisorEngine?
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 platformsand everything in betweenAdvisorEngine 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.
keywords:saas
$54.3M
Total Funding
77
Number of Employees
$10M
Revenue (est)
-8%
Employee Growth %
N/A
Valuation
N/A
Accelerator
AdvisorEngine News
Franklin Templeton and AdvisorEngine Release Survey Findings on RIA Adoption of Digital Capabilities. Mon, April 11, 2022, 6:00 AM ·5 min read.
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 platform which enables individual customization of inves ...
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 AdvisorEngine have also entered into a strategic agreement wher ...
Other Companies in New York
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $15.7M | 77 | -14% | $7M |
#2 | $11.2M | 77 | -42% | N/A |
#3 | $19.3M | 77 | 4% | N/A |
#4 | $20.8M | 77 | 8% | N/A |
#5 | $11.2M | 77 | 12% | N/A |
AdvisorEngine Funding
| Date | Amount | Round | Lead Investors | Reference |
|---|---|---|---|---|
| 2015-11-20 | $3.2M | Undisclosed | Article | |
| 2016-02-24 | $3.5M | Undisclosed | Article | |
| 2016-09-02 | $0.5M | Undisclosed | Article | |
| 2016-11-21 | $20.0M | A | SenaHill Securities, LLC | Article |
| 2018-01-03 | $22.0M | Undisclosed | WisdomTree Investments | Article |