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AdvisorEngine Revenue and Competitors

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Location

$54.3M

Total Funding

FinTech

Industry

Estimated Revenue & Valuation

  • AdvisorEngine's estimated annual revenue is currently $10M per year.(i)
  • 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.(i)
  • AdvisorEngine grew their employee count by -8% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$24.5M175-3%$54.3MN/A
#2
$44.4M192N/AN/AN/A
#3
$11.2M59N/AN/AN/A
#4
$0.4M0N/AN/AN/A
#5
$2.8M28N/AN/AN/A
#6
$0.5M1713%$2.5MN/A
#7
$2.7M27N/AN/AN/A
#8
$1.5M19N/AN/AN/A
#9
$29.1M208-7%$20MN/A
#10
$3.2M30-64%$34MN/A
#11
$14.1M101-5%N/AN/A
#12
$64.7M398N/AN/AN/A
#13
$9.1M70-1%N/AN/A
#14
$0.3M4N/AN/AN/A
#15
$5.1M44N/AN/AN/A
#16
$0.3M4N/AN/AN/A
#17
$17M81N/AN/AN/A
#18
$10.7M82-11%$20MN/A
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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 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's People

NameTitleEmail/Phone
1
Product ManagerReveal Email/Phone
2
Senior DevOps EngineerReveal Email/Phone
3
Senior Manager Product Design/Product DesignerReveal Email/Phone
4
Data Quality AnalystReveal Email/Phone
5
Team LeadReveal Email/Phone
6
Training & Consulting SpecialistReveal Email/Phone
7
Data Operations Engineer @ Advisor EngineReveal Email/Phone
8
Technical Operations ManagerReveal Email/Phone
9
MarketingReveal Email/Phone
10
Head Product ManagementReveal Email/Phone

AdvisorEngine News

2022-04-13 - Franklin Templeton and AdvisorEngine Release Survey Findings on RIA Adoption of Digital Capabilities

Franklin Templeton and AdvisorEngine Release Survey Findings on RIA Adoption of Digital Capabilities. Mon, April 11, 2022, 6:00 AM ·5 min read.

2016-11-18 - 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 platform which enables individual customization of inves ...

2016-11-18 - 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 AdvisorEngine have also entered into a strategic agreement wher ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$15.7M77-14%$7M
#2
$11.2M77-42%N/A
#3
$19.3M774%N/A
#4
$20.8M778%N/A
#5
$11.2M7712%N/A

AdvisorEngine Funding

DateAmountRoundLead InvestorsReference
2015-11-20$3.2MUndisclosedArticle
2016-02-24$3.5MUndisclosedArticle
2016-09-02$0.5MUndisclosedArticle
2016-11-21$20.0MASenaHill Securities, LLCArticle
2018-01-03$22.0MUndisclosedWisdomTree InvestmentsArticle