AdvisorEngine
Financial Services
1616 E Millbrook Rd
83 employees
- Employees
- 83
- Contacts
- 4
- Emails
- 4
- Phones
- 3
AdvisorEngine Overview
- Headquarters
- 1616 E Millbrook Rd
- Phone Number
- Available in AeroLeads
- Website
- advisorengine.com
- Industry
- Financial Services
- Employees
- 83
- Founded
- 2014
- Funding
- 22.0M
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About AdvisorEngine
AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. From online account opening and report automation to comprehensive API platforms—and everything in between—AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively. Founded by a team of experienced, creative financial and technology executives, AdvisorEngine continues to innovate in order to keep advisors at the forefront of wealth management.
AdvisorEngine Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
AdvisorEngine Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Rick Pelletier | Principal Software Engineer | Queens County, New York, United States |
Email
Phone
|
| Raj Singh, PMP | North Brunswick, New Jersey, United States |
Email
|
|
| Darren Gideon | Boca Raton, Florida, United States |
Email
Phone
|
|
| Jeremy T. Bouse | Passionate IT Professional | St Cloud, Florida, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
15 profiles
Senior / Lead
7 profiles
Executive
3 profiles
Manager
3 profiles
VP / Head
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 7 | 7 | 2 |
| IT | 5 | 5 | 1 |
| Sales | 4 | 4 | 0 |
| Marketing | 2 | 2 | 1 |
| HR | 2 | 2 | 1 |
| Executive | 2 | 2 | 0 |
AdvisorEngine Tech Stack
Engineering
6 profiles
Cloud / infrastructure
1 profile
Data / AI
1 profile
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