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SR Score
59,750
SR Web
62,182
AdvisorEngine is a next-generation wealth management platform for investment advisors to help grow their business.
We operate at the forefront of wealth management – reimagining how technology can serve financial advisors.
AdvisorEngine is an all-in-one digital wealth management platform helping financial advisors connect more deeply, scale m
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Website: https://www.advisorengine.com
Founded: January 01, 2014
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AdvisorEngine Competitors
Add Competitor| Startup | Industry | Description |
|---|---|---|
|
Software, Internet & Computer Services | Take Manual Out of Wealth Management! - Mako Fintech creates custom automation solutions d ... |
|
Software, Internet & Computer Services | Enabling bill payments and financial inclusion - Paybeta provides of electronic payment and busines ... |
|
Banking, Financial Services and Insurance | Find your old 401(k)s, hassle-free rollover - If you are trying to find your old 401(k), you can ... |
AdvisorEngine Acquisitions
Add Acquisition| Date | Acquired | Amount |
|---|---|---|
| Feb 15, 2017 |
|
Undisclosed amount |
| Dec 18, 2014 |
|
Undisclosed amount |
AdvisorEngine Team
Add Team Member| Person | Role | Period |
|---|---|---|
|
Founder | Unknown to Unknown |
|
Founder | Unknown to Unknown |
|
Founder | Unknown to Unknown |
