Total Funding
11
41
Total FundingDebt Financing raised
Growth Score
-9 pts
Heat Score
-18 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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AdvisorEngine is a next-generation wealth management platform for investment advisors to help grow their business.
Acquired by 
Franklin Templeton
Richard Cancro: CEO & FounderPast Role: Bank of America, Managing Director
David Coyle: Senior Vice President & Head of Business DevelopmentPast Role: Blackberry, Team Member
About the Company
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.
