About AdvisorEngine
AdvisorEngine is a company based in New York (United States) founded in 2014 was acquired by Franklin Templeton Investments in May 2020. AdvisorEngine has raised $60.1 million across 11 funding rounds from investors including WisdomTree and Franklin Templeton. The company has 77 employees. AdvisorEngine has completed 5 acquisitions, including Junxure, Kredible and Kredible. AdvisorEngine offers products and services including CRM, Performance Reporting, Rebalancing, Digital Onboarding, and Client Portal. AdvisorEngine operates in a competitive market with competitors including Addepar, sei, Avaloq, 360 One and Envestnet, among others.
- Headquarter New York, United States
- Employees 77
- SectorsTechnology
- Website category Finance · Investing
- Website advisorengine.com
- Social LinkedIn X Facebook Instagram
- Acquired by Franklin Templeton Investments (May 2020)
- Legal Name Advisorengine
- Total Equity Funding$60.1M (USD)
in 11 rounds
- Latest Funding Round$30M (USD), Series B
Jan 2018
- InvestorsWisdomTree
& 1 more
- Employee Count77
- Investments & AcquisitionsJunxure
& 4 more
- Acquired byFranklin Templeton Investments
(May 2020)
Products & Services of AdvisorEngine
AdvisorEngine offers a comprehensive portfolio of products and services, including CRM, Performance Reporting, Rebalancing, Digital Onboarding, and Client Portal.
Manages client interactions and workflows for financial advisors.
Generates and delivers portfolio reports for clients and teams.
Handles investment rebalancing and trading tools efficiently.
Facilitates quick account funding and client risk profiling.
Offers a platform for daily client access and value delivery.
Funding Insights of AdvisorEngine
AdvisorEngine has successfully raised a total of $60.1M across 11 strategic funding rounds. The most recent funding activity was a Series B round of $30 million completed in January 2018. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $60.1M
- Total Rounds 11
- Last Round Series B — $30M
- First Round $250,000
(May 2014)
- Investors Count 1
Latest 10 of 11 funding rounds of AdvisorEngine with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2018 | $30M | Series B | – | WisdomTree | – |
| May 2017 | $5M | Series A | – | WisdomTree | – |
| Dec 2016 | $20M | Series A | – | WisdomTree | – |
| Aug 2016 | $468,500 | Seed | – | – | – |
| Aug 2016 | $468,500 | Debt – Conventional | – | – | – |
| Mar 2016 | $392,000 | Seed | – | – | – |
| Feb 2016 | $3.49M | Seed | – | – | – |
| Apr 2015 | $100,000 | Seed | – | – | – |
| Dec 2014 | $400,000 | Seed | – | – | – |
| May 2014 | $250,000 | Seed | – | – | – |
2 investors in total: 2 institutional.
Investors in AdvisorEngine
AdvisorEngine has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include WisdomTree and Franklin Templeton.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Online platform for trading ETF assets is operated. | 1996 | wisdomtree.com | New York, United States | |
Diversified investment management services are offered globally by the firm. | 1947 | franklintempleton.com | New York, United States |
Investor details for AdvisorEngine
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of AdvisorEngine
13 people are tracked at AdvisorEngine (8 in leadership, 5 in team); the tracked headcount is 77.
| Name | Role | Group |
|---|---|---|
Carly De Diego | Chief Administrative Officer | Leadership |
Daniel Cuevas | Head Of Onboarding | Leadership |
Christina Esfehani | Head Of Marketing | Leadership |
Justin W. | VP, Sales & Business Development | Leadership |
Rich Cancro | Founder & CEO | Leadership |
Craig Ramsey | COO | Leadership |
Ray Smith | Head Of Client Success | Leadership |
Kathy Crowley | Head Of Relationship Management | Leadership |
Ivy Koerner | Marketing Sales Operations | Team |
Josh Monroe | Senior Product Marketing Strategist | Team |
Julie Lahti | Content Strategy Consultant | Team |
Louise Stafford | Client Marketing And Brand Lead | Team |
Aaron Donnelly | Senior Onboarding Engineer | Team |
Complete people profiles for AdvisorEngine
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Investments & Acquisitions by AdvisorEngine
AdvisorEngine has strategically engaged in corporate development activities, having acquired 5 companies. Notable acquisitions include Junxure, Kredible and Kredible.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
CRM solutions are offered to financial advisors for client management. | junxure.com | Raleigh, United States | 2000 | Jan 2018 | •••• | |
Employee advocacy and brand management platform for businesses in financial services industry | kredible.com | Atlanta, United States | 2012 | Apr 2017 | •••• | |
Physical security products are retailed online by Kredible. | kredible.in | Nashik, India | 2010 | Apr 2017 | •••• | |
Financial advisory services are compared via an online platform. | wealthminder.com | Raleigh, United States | 2013 | Feb 2017 | •••• | |
Software for automating investing advice. | nesteggwealth.com | New York, United States | 2011 | Dec 2014 | •••• |
Complete acquisition details for AdvisorEngine
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Timeline of AdvisorEngine
9 dated milestones of AdvisorEngine across 6 years, from founding to its latest funding, stage changes and deals.
- Founded AdvisorEngine is founded.
- Funding First funding round of $250K.
- Acquisition Acquires NestEgg Wealth.
- Acquisition Acquires WealthMinder.
- Acquisition Acquires Kredible.
- Acquisition Acquires Kredible.
- Acquisition Acquires Junxure.
- Funding Latest funding round, Series B, of $30.0M.
- Exit Acquired by Franklin Templeton Investments.
Competitors of AdvisorEngine
AdvisorEngine operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Addepar, sei, Avaloq, 360 One and Envestnet, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| addepar.com | 2009 | Mountain View, United States | $759.1M | 560 | Wealth management solutions are delivered for investment advisors. | |
| seic.com | 1968 | Oaks, United States | – | 5,061 | Wealth and investment management solutions are offered to institutional investors. | |
| avaloq.com | 1985 | Zurich, Switzerland | $301.11M | – | Cloud-based solutions for financial institutions are provided by Avaloq. | |
| 360.one | 2008 | Mumbai, India | – | 65 | Asset and wealth management software is provided for businesses. | |
| envestnet.com | 1999 | Berwyn, United States | – | 1,342 | Cloud-based solutions are offered for wealth management and financial advising. | |
| broadridge.com | 2007 | New York, United States | – | 14,600 | Cloud-based accounting and financial management solutions are offered to businesses. | |
| centricity.co.in | 2022 | Gurugram, India | $24.05M | 458 | Digital private wealth management platform for individuals | |
| investcloud.com | 2010 | West Hollywood, United States | $78.73M | 373 | Investment management software is provided for advisors and institutions. | |
| sanctuarywealth.com | 2018 | Indianapolis, United States | $175M | – | Solutions are provided to wealth managers for client management. | |
| deltacapita.com | 2010 | London, United Kingdom | $90.15M | – | Provider of consulting, managed services, and technology solutions for financial services |
Detailed competitors of AdvisorEngine
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of AdvisorEngine
The website of AdvisorEngine (advisorengine.com) receives about 151.7K visits a month and ranks #212,071 among all websites worldwide, #2,262 in Investing.
- Monthly visits151.7K
▼ 18.5% vs previous month
- Unique visitors10.8K
per month
- Global rank#212,071
among all websites
- Category rank#2,262
Finance · Investing
- Bounce rate33%
- Pages per visit7.0
- Average visit10 min 00 sec
- DevicesDesktop 88% · Mobile 12%
Websites whose visitors overlap most with AdvisorEngine. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
orioneclipse.com | orioneclipse.com | 100% | – | #384,919 | – |
| holistiplan.com | 88% | 182.4K | #106,855 | View details | |
kitces.com | kitces.com | 86% | – | #216,088 | – |
| moneyguidepro.com | 84% | 173.3K | #127,275 | View details | |
| ycharts.com | 81% | 897.5K | #49,773 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 36 similar websites and full traffic analytics for AdvisorEngine
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 36 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Advisorengine
Complete news archive for AdvisorEngine
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to AdvisorEngine
10 companies that operate in the same segment as AdvisorEngine (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about AdvisorEngine
AdvisorEngine was founded in 2014.
AdvisorEngine is headquartered in New York, United States. It is registered at New York, New York, United States.
AdvisorEngine is a funded company, having raised a total of $60.1M across 11 funding rounds to date. The company's 1st funding round was a Seed of $250K, raised on May 2014.
AdvisorEngine has 77 employees.
AdvisorEngine was founded in 2014 and is headquartered in New York, United States. A digital platform for wealth management in the financial advisory sector is operated, integrating private-label robo-advice with technology for client prospecting, onboarding, practice management, trading, performance reporting, billing, and compliance solutions. Operations focus on supporting advisors through these integrated tools in the U.S. market.
AdvisorEngine's top competitors include Addepar, Delta Capita and sei.
AdvisorEngine offers CRM, Performance Reporting, Rebalancing, Digital Onboarding, and Client Portal.
AdvisorEngine has 2 investors. Key investors include WisdomTree, and Franklin Templeton.
AdvisorEngine operates through Advisorengine.
Yes. AdvisorEngine was acquired by Franklin Templeton Investments in May 2020.
The website of AdvisorEngine receives about 152 thousand visits a month and ranks #212,071 among all websites worldwide.