AdvisorEngine Revenue
Financial Services • 
Raleigh, North Carolina, United States • 51-100 Employees
AdvisorEngine revenue & valuation
| Annual revenue | $10,000,000 |
| Revenue per employee | $127,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $32,000,000 |
| Total funding | $22,000,000 |
Key Contacts at AdvisorEngine
Adam Fryor
Product Owner
Patrick Arnold
Head Of Product Management
Justin Mixon
Product Owner - Portfolio Management Platform
Company overview
| Headquarters | 1616 E Millbrook Rd, Ste. 210, Raleigh, North Carolina 27609, US |
| Phone number | +18668262731 |
| Website | |
| NAICS | 52 |
| SIC | 737 |
| Keywords | Financial Services, Wealth Management, Technology, Consultation, Fintech, Online Advice |
| Founded | 2014 |
| Employees | 51-100 |
| Socials |
AdvisorEngine Email Formats
AdvisorEngine uses 5 email formats. The most common is {first name}{last name} (e.g., johndoe@advisorengine.com), used 63.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@advisorengine.com | 63.3% |
{first initial}{last name} | jdoe@advisorengine.com | 31.7% |
{first initial} | j@advisorengine.com | 3.4% |
{first initial}{first initial} | jj@advisorengine.com | 1.7% |
About 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 platforms—and everything in between—AdvisorEngine 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.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
AdvisorEngine has 52 employees across 12 departments.
Departments
Number of employees
AdvisorEngine Tech Stack
Discover the technologies and tools that power AdvisorEngine's digital infrastructure, from frameworks to analytics platforms.
Security
Cookie compliance
Security
CMS
JavaScript libraries
Video players
Mobile frameworks
JavaScript libraries
JavaScript libraries
Security
Analytics
Peru
Brazil
Canada
Frequently asked questions
4.8
40,000 users
