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AdvisorEngine

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Rich Cancro's photo - Founder & CEO of AdvisorEngine

Founder & CEO

Rich Cancro

CEO Approval Rating

92/100

Est. Annual Revenue
$10M
Agree?
Est. Employees
80
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ADVISORENGINE TOP COMPETITORS OR ALTERNATIVES

RANK

COMPANY

CEO

CEO RATING

EMPLOYEES

FUNDING

REVENUE

AdvisorEngine's company profile
Rich Cancro's photo - Founder & CEO of AdvisorEngine

Rich Cancro

Founder & CEO

92/100
80
$60.1M
$10M
View Profile
1
AdvisorEngine's Competitor - Wealthfront logo
Andrew S. Rachleff's photo - President & CEO of Wealthfront

Andrew S. Rachleff

President & CEO

81/100
250
$210.5M
$33M
View Profile
2
AdvisorEngine's Competitor - eMoney logo
Edward O'Brien's photo - CEO of eMoney

Edward O'Brien

CEO

88/100
600
- -
$70M
View Profile
3
AdvisorEngine's Competitor - Altvia logo
Brie Aletto's photo - CEO of Altvia

Brie Aletto

CEO

82/100
72
$350K
$15M
View Profile
4
AdvisorEngine's Competitor - Personal Capital logo
Jay Shah's photo - President of Personal Capital

Jay Shah

President

84/100
500
$314.1M
$23M
View Profile
5
AdvisorEngine's Competitor - ADVIZR, Inc. logo
Hussain Zaidi's photo - Co-Founder & CEO of ADVIZR, Inc.

Hussain Zaidi

Co-Founder & CEO

54/100
60
$9.7M
$11.5M
View Profile
6
AdvisorEngine's Competitor - Altruist logo
Jason Wenk's photo - Founder & CEO of Altruist

Jason Wenk

Founder & CEO

87/100
30
$58.5M
$2.5M
View Profile
7
AdvisorEngine's Competitor - Acorns logo
Noah Kerner's photo - CEO of Acorns

Noah Kerner

CEO

70/100
400
$705.6M
$45.5M
View Profile
8
AdvisorEngine's Competitor - WeInvest logo
Bhaskar Prabhakara's photo - Co-Founder & CEO of WeInvest

Bhaskar Prabhakara

Co-Founder & CEO

65/100
110
$12.2M
$5M
View Profile
9
AdvisorEngine's Competitor - FutureAdvisor, Inc. logo
Bo Lu's photo - Co-Founder & CEO of FutureAdvisor, Inc.

Bo Lu

Co-Founder & CEO

75/100
55
$20.5M
$6.1M
View Profile
10
AdvisorEngine's Competitor - Riskalyze logo
Aaron Klein's photo - Co-Founder & CEO of Riskalyze

Aaron Klein

Co-Founder & CEO

89/100
200
$24.9M
$63M
View Profile
11
AdvisorEngine's Competitor - SigFig logo
Mike Sha's photo - Co-Founder & CEO of SigFig

Mike Sha

Co-Founder & CEO

84/100
188
$226M
$5.1M
View Profile
12
AdvisorEngine's Competitor - Invessence logo
Jigar Vyas's photo - Co-Founder & CEO of Invessence

Jigar Vyas

Co-Founder & CEO

82/100
3
- -
$ < 1M
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Missing a competitor? Contribute!

Wealthfront is AdvisorEngine's top competitor. Wealthfront was founded in 2008 in Palo Alto, California. Wealthfront competes in the Banks field. Wealthfront generates $23M more revenue than AdvisorEngine.

eMoney is perceived as one of AdvisorEngine's biggest rivals. eMoney's headquarters is in Radnor, Pennsylvania, and was founded in 2000. eMoney is in the Fintech industry. eMoney generates 700% of AdvisorEngine's revenue.

Altvia is one of AdvisorEngine's top competitors. Altvia is a Private company that was founded in Broomfield, Colorado in 2006. Altvia operates in the SaaS industry. Altvia has 8 fewer employees vs. AdvisorEngine.

AdvisorEngine Acquisitions

COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
Junxure, Inc.

Jan 2018

Source »
undisclosed
Junxure develops an on-premises CRM software that offers workflow management, financial information tracking and reporting solutions.
Kredible Technologies Inc

May 2017

Source »
undisclosed
Kredible is a provider of online profile management and employee advocacy solutions for businesses.
Wealthminder, Inc.

Feb 2017

Source »
undisclosed
Wealthminder helps financial advisors and individual investors to collaboratively plan for and reach the individual's long-term financial goals.
NestEgg Wealth, Inc.

Dec 2014

Source »
undisclosed
NestEgg Wealth develops and delivers wealth management software solutions.

These are all the companies that AdvisorEngine has acquired. AdvisorEngine has acquired 4 companies and its latest acquisition was Junxure, Inc. in Jan 2018. Junxure develops an on-premises CRM software that offers workflow management, financial information tracking and reporting solutions.

AdvisorEngine Funding History

Since AdvisorEngine was founded in 2013, it has participated in 9 rounds of funding. In total AdvisorEngine has raised $60.1M. AdvisorEngine's last funding round was on Dec 2017 for a total of $30.0M

ROUND

FUNDING DATE

AMOUNT

INVESTORS

Equity
Apr 2017
$5M
-
Series A
Nov 2016
$20M
Debt
Aug 2016
$468.5K
-
Equity
Feb 2016
$392K
-

Since AdvisorEngine was founded in 2013, it has participated in 9 rounds of funding. In total AdvisorEngine has raised $60.1M. AdvisorEngine's last funding round was on Dec 2017 for a total of $30.0M

AdvisorEngine Investments

No recent investments found related to AdvisorEngine

AdvisorEngine News

May 13, 2020Global Legal Chronicle

Franklin Templeton's Acquisition Of AdvisorEngine

Willkie Farr & Gallagher represented Franklin Templeton in the transaction. Franklin Resources, Inc. ... See more »
May 12, 2020planadviser

Franklin Templeton Details Ambitious Technology Plans

With the acquisition of AdvisorEngine, Franklin Templeton expects to enable its independent adviser p... See more »
May 7, 2020The DI Wire

Franklin Templeton Buys FinTech Firm AdvisorEngine

Franklin Resources Inc. (NYSE: BEN), an investment management firm operating as Franklin Templeton, h... See more »
January 23, 2019Financial Planning

Q&A with AdvisorEngine CEO Rich Cancro

Baby boomers are retiring and spending their savings. Are advisors prepared to onboard the next gener... See more »
January 9, 2018ReadITQuik

AdvisorEngine Acquires Junxure; Transaction Funded by WisdomTree

Majority of the working capital $30 million goes into the Junxure transaction and rest for technology... See more »
January 5, 2018global FDI

AdvisorEngine Acquires Junxure and Raises Additional Growth Capital

AdvisorEngine, the innovative fintech company that is reimagining how technology can serve financial ... See more »

AdvisorEngine Blogs

November 10, 2020AdvisorEngine Blog

5 CRM functions a financial advisor shouldn’t miss

As a training specialist for AdvisorEngine’s Junxure, I witness first-hand what works and... See more »
September 24, 2020AdvisorEngine Blog

Junxure CRM reporting is now 6x faster + user performance tips

We are excited to announce new enhancements to our Junxure® product, designed significant... See more »
September 21, 2020AdvisorEngine Blog

Mastering workflows at a financial advisory firm? Attend my upcoming session at >drive2020 to get insight on best practices

Winning a new client is a great feeling for any investment advisor.&nbsp;What helps to ma... See more »
September 8, 2020AdvisorEngine Blog

AdvisorEngine's drive 2020 goes virtual

Things are changing fast in the wealth management industry.&nbsp;Last week, AdvisorEngine... See more »
August 31, 2020AdvisorEngine Blog

When hyper change isn’t fast enough in wealth management

At Joel Bruckenstein’s T3 Advisor Conference this past February I communicated to advisor... See more »
July 29, 2020AdvisorEngine Blog

The Cost of Client Relationship Management (CRM) Software for Financial Advisors

As a financial advisor, you take pride in how you’ve cultivated deep relationships with y... See more »
July 29, 2020AdvisorEngine Blog

The cost of Client Relationship Management (CRM) software for financial advisors

As a financial advisor, you take pride in how you’ve cultivated deep relationships with y... See more »

AdvisorEngine Press Releases

June 7, 2018PR Newswire

AdvisorEngine Introduces New Junxure Branding, Continues Company Evolution

NEW YORK, June 6, 2018 /PRNewswire/ -- AdvisorEngine, the financial experience company, today announc... See more »
May 23, 2018Newswire

AdvisorEngine Enhances Rebalancing and Trading Capabilities, Integrates With Smartleaf

Smartleaf automated intelligent rebalancing is now available to AdvisorEngine clients at no additiona... See more »
March 21, 2017PR Newswire

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

NEW YORK, March 21, 2017 /PRNewswire/ -- AdvisorEngine, the innovative digital wealth management plat... See more »
October 25, 2016PR Newswire

Vanare and FinMason Integrate to Deliver Institutional Risk Analytics in Comprehensive Digital Wealth Solution

NEW YORK, Oct. 25, 2016 /PRNewswire/ -- Vanare, the wealth management technology platform with a high... See more »

AdvisorEngine Videos

November 7, 2019AdvisorEngine Vimeo Channel

"Drive_4k_2020" on VIMEO

Cast: AdvisorEngine... See more »
June 18, 2019AdvisorEngine Vimeo Channel

"DRIVE 19 Intro" on VIMEO

Cast: AdvisorEngine... See more »
May 29, 2019AdvisorEngine Vimeo Channel

">drive summit 2019" on VIMEO

>drive summit 2019 | September 23-25 | Omni La Costa Resort & Spa (Carlsbad)Cast: AdvisorEngine... See more »
May 28, 2019AdvisorEngine Vimeo Channel

"ae_sandiego2019_drive" on VIMEO

Cast: AdvisorEngine... See more »
September 12, 2018AdvisorEngine Vimeo Channel

">drive18 spalsh" on VIMEO

Cast: AdvisorEngine... See more »
September 10, 2018AdvisorEngine Vimeo Channel

"drive_splash_02" on VIMEO

> Drive18 Splass (02) ACast: AdvisorEngine... See more »
January 31, 2018AdvisorEngine Youtube Channel

"AdvisorEngine: The Future of Financial Advice" on YOUTUBE

Social Media

AdvisorEngine Headquarters

3651 Trust Drive

Raleigh, North Carolina27616

866-826-2731

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AdvisorEngine Summary

ABOUT

Overview

AdvisorEngine develops a cloud-based wealth management platform that provides portfolio management solutions to financial advisors. AdvisorEngine was founded in 2013. AdvisorEngine's headquarters is located in Raleigh, North Carolina, USA 27616. It ha...

CEO

AdvisorEngine's Founder & CEO, Rich Cancro, currently has an approval rating of 92%. AdvisorEngine's primary competitors are Wealthfront, eMoney & Altvia.

Frequently Asked Questions about AdvisorEngine

  1. When was AdvisorEngine founded?

    AdvisorEngine was founded in 2013
  2. Who is AdvisorEngine's CEO?

    AdvisorEngine's CEO is Rich Cancro
  3. How much revenue does AdvisorEngine generate?

    AdvisorEngine generates $10M in revenue
  4. How much funding does AdvisorEngine have?

    AdvisorEngine has historically raised $60.1M in funding
  1. Where is AdvisorEngine's headquarters?

    AdvisorEngine's headquarters is in Raleigh North Carolina, USA
  2. How many employees does AdvisorEngine have?

    AdvisorEngine has 80 employees
  3. What sector does AdvisorEngine operate in?

    AdvisorEngine is in Asset & Investment Management
  4. Who are AdvisorEngine's competitors?

    AdvisorEngine's top competitors are Wealthfront, eMoney, Altvia