Rich Cancro Email

CEO & Founder . AdvisorEngine

Current Roles

Employees:
77
Revenue:
$10M
About
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.
AdvisorEngine Address
1616 E Millbrook Rd
New York, NY
United States
AdvisorEngine Email

Past Companies

AdvisorEngineCEO & Founder
Merrill LynchHead of Money Manager Services, Managing Director
J.P. MorganHead of Investment Advisor Services, Managing Director

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