AdvisorEngine

AdvisorEngine previously Vanare, is a digital platform to supercharge advisor growth.

AdvisorEngine offers RIAs a comprehensive, integrated experience with flexibility across workflows, data and usability, empowering advisors to aggregate assets by deepening the client relationship through both traditional face-to-face advice and completely digital, low-touch interaction.

AdvisorEngine was founded in 2014 & is based in New York.

AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform.

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.

 

AdvisorEngine has maded acquisitions such asNestEgg Wealth, Wealthminder & Junxure to date!

 

AdvisorEngine Named Best On-Boarding Technology at 2017 Family Wealth Report Awards.

 

 

  • Year founded: 2014
  • Funding Info: $54.3M in 7 funding rounds (Last funding type: Debt Financing)- AdvisorEngine has also acquired NestEgg Wealth, Wealthminder & Junxure to date!
  • Yearly Revenue: $5M-$10M(2017)
  • Employee Size: 51-200
  • Business Valuation: Unknown
  • City/Town: New York
  • State: New York
  • Country: United States
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