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AdvisorEngine overview

Industry
Financial Services
Revenue
Headquarters
Employees
69
Founded in
Website
Organization type
Private
Social media
AdvisorEngine is a next-generation wealth management platform for investment advisors to help grow their business. As the only technology platform to fully integrate Online Wealth Management, CRM and Portfolio Management in a seamless solution, 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. Founded by a team of experienced and creative financial and technology executives, AdvisorEngine is the most powerful and scalable platform for the investment advisor community.
AdvisorEngine is a small finance company based in New York, NY with only 69 employees and an annual revenue of $8.5M.

AdvisorEngine's mission statement

To make financial planning simpler for financial firms and their clients.

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The team at AdvisorEngine

  • The founders of AdvisorEngine are Richard Cancro, Lex Sokolin, Vladimir Baranov and David Scalzo.
  • The key people at AdvisorEngine are Richard Cancro, Lex Sokolin and Vladimir Baranov.
Key people
Richard Cancro
Lex Sokolin
Vladimir Baranov
David Scalzo

AdvisorEngine rankings

AdvisorEngine is ranked #77 on the Best Start-up companies to work for in New York list. Zippia's Best Places to Work lists provide unbiased, data-based evaluations of companies. Rankings are based on government and proprietary data on salaries, company financial health, and employee diversity.

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AdvisorEngine salaries

Average AdvisorEngine salary
$61,506
yearly
$29.57 hourly
Updated March 14, 2024

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AdvisorEngine financial performance

9.4
Performance score

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Zippia gives an in-depth look into the details of AdvisorEngine, including salaries, political affiliations, employee data, and more, in order to inform job seekers about AdvisorEngine. The employee data is based on information from people who have self-reported their past or current employments at AdvisorEngine. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by AdvisorEngine. The data presented on this page does not represent the view of AdvisorEngine and its employees or that of Zippia.

AdvisorEngine may also be known as or be related to AdvisorEngine, AdvisorEngine Inc, AdvisorEngine Inc., AdvisorEngine, Inc, AdvisorEngine, Inc. and Advisorengine.