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.
Serves as the main hub for executive leadership, strategic planning, product development, marketing, sales, and core operational management.
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.
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.
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.
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.
149 Madison Ave, Floor 12
New York
NY
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.
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As of April 2025, AdvisorEngine' leadership includes:
AdvisorEngine has been backed by several prominent investors over the years, including:
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.
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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
WealthManagement.com • October 25, 2023
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 Newswire • June 15, 2023
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
GlobeNewswire • February 7, 2023
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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