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AdvisorEngine's Overview

Total employees82
HeadquartersNew York
Founded2014

AdvisorEngine is a financial technology company that builds a comprehensive wealth management platform for financial advisors. Their integrated solution offers digital client onboarding, CRM, portfolio management, financial planning tools, reporting, and compliance capabilities. The platform aims to help advisors streamline operations, enhance client experiences, and grow their businesses by leveraging modern technology. AdvisorEngine positions itself as a partner to advisory firms, enabling them to deliver personalized advice at scale.

Where is AdvisorEngine's Headquarters?

AdvisorEngine officeAdvisorEngine officeAdvisorEngine officeAdvisorEngine office
*Images sourced via web search. Rights belong to original owners

HQ Function

Serves as the main hub for executive leadership, strategic planning, product development, marketing, sales, and core operational management.

Notable Features:

The New York office is situated in a modern building in Midtown Manhattan, offering a collaborative workspace designed to foster innovation and teamwork. It's easily accessible via public transportation.

Work Culture:

AdvisorEngine fosters a dynamic, innovative, and client-focused work culture. Emphasis is placed on collaboration, continuous improvement, and empowering employees to contribute to the company's mission of transforming wealth management.

HQ Significance:

The New York headquarters signifies AdvisorEngine's commitment to being at the forefront of the financial technology industry, leveraging the city's rich ecosystem of financial institutions and tech talent.

Values Reflected in HQ: The headquarters' location and design likely reflect AdvisorEngine's values of innovation, professionalism, collaboration, and client-centricity.

Location:

While AdvisorEngine's physical offices are primarily located in the United States (New York and Raleigh), its platform and services are utilized by financial advisors who may serve clients globally. The technology is designed to be accessible from anywhere, enabling advisors to manage international client relationships and portfolios effectively. Their primary market focus, however, remains North America.

Street Address:

149 Madison Ave, Floor 12

City:

New York

State/Province:

NY

Country:

USA

AdvisorEngine's Global Presence

Raleigh, NC, USA

Address: 421 Fayetteville St, Suite 1100, Raleigh, NC 27601

To tap into the skilled tech workforce in the Research Triangle area and support AdvisorEngine's platform development and operational needs.

Buying Intent Signals for AdvisorEngine

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of AdvisorEngine

As of April 2025, AdvisorEngine' leadership includes:

Rich Meigs - Founder & CEO
Craig Ramsey - Chief Operating Officer
Raj Madan - Chief Information Officer & Chief Technology Officer
George Tamer - Head of Sales
Al Lervold - Head of Product

Investors of AdvisorEngine

AdvisorEngine has been backed by several prominent investors over the years, including:

WisdomTree Asset Management
Franklin Templeton

Executive New Hires/Exits in the Last 12 Months

Hire0
Exits0

AdvisorEngine has maintained a relatively stable executive team. Recent public announcements have focused more on product enhancements and integrations rather than major executive shuffles. Any changes would typically be aimed at strengthening strategic growth areas.

Technology (Tech Stack) used by AdvisorEngine

Discover the tools AdvisorEngine uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

AdvisorEngine Email Formats and Examples

AdvisorEngine commonly uses the [first_initial][last] email format. Variations might exist but this is a widely adopted pattern.

flast@advisor-engine.com

Format

jdoe@advisor-engine.com

Example

90%

Success rate

News and media

WealthManagement.comOctober 25, 2023

AdvisorEngine Unveils Next-Generation Junxure CRM Features

AdvisorEngine announced significant upgrades to its Junxure CRM, focusing on enhanced usability, deeper integrations, and streamlined workflows to help advisors manage client relationships more effectively....more

PR NewswireJune 15, 2023

WisdomTree Expands Advisor Solutions with Enhanced AdvisorEngine Platform Integration

WisdomTree announced deeper integration with the AdvisorEngine platform, providing financial advisors with more seamless access to WisdomTree's model portfolios and digital tools, further enhancing the capabilities available to advisors using AdvisorEngine....more

GlobeNewswireFebruary 7, 2023

AdvisorEngine Launches New Mobile App for Financial Advisors

AdvisorEngine launched a new mobile application designed to give financial advisors on-the-go access to key client information, CRM functionalities, and critical alerts, enhancing productivity and client service....more

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