Startups
We operate at the forefront of wealth management – reimagining how technology can serve financial advisors.
AdvisorEngine is an all-in-one digital wealth management platform helping financial advisors connect more deeply, scale more efficiently and deliver better outcomes.
AdvisorEngine is an all-in-one digital wealth management platform helping financial advisors connect more deeply, scale more efficiently and deliver better outcomes.
Overview
Location
United States, North Carolina, Raleigh
Employees
51-200
Phone
+1 919-813-8142
Total raised
$20M
Founded date
2014
Funding Rounds 1
| Date | Series | Amount | Investors |
| Sign up to see | Sign up to see | Sign up to see | Sign up to see |
Mentions in press and media 6
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Nov 21, 2016 | AdvisorEngine Grabs $20M | NEW YORK, NY, WisdomTree Investments, Inc. (NASDAQ:WETF) announced that it has invested $20 million for a 36% equity interest in AdvisorEngine. >> Click here for more funding data on AdvisorEngine >> To export AdvisorEngine ... |
| Nov 20, 2016 | Vanare Raises $20 Million Series A | Vanare, the innovative digital wealth management technology platform that has been gaining momentum in the financial services industry for approximately three years, announced today that it has secured $20 million in Series A financing. The... |
| Nov 18, 2016 | AdvisorEngine Raises $20M in Series A Financing | AdvisorEngine (fka Vanare), a NYC-based innovative digital wealth management technology platform, secured $20m in Series A financing. The strategic investment was made by WisdomTree Investments, Inc. (NASDAQ: WETF). WisdomTree and AdvisorEn... |
| Nov 18, 2016 | WisdomTree Invests $20M in AdvisorEngine | NEW YORK, Nov. 18, 2016 (GLOBE NEWSWIRE) -- WisdomTree Investments, Inc. (NASDAQ:WETF) announced that it has invested $20 million for a 36% equity interest in AdvisorEngine, formerly known as Vanare, an end-to-end digital wealth management ... |
| This NYC Startup Raised $20M to Invest in Your Future | 335SHARES FacebookTwitter Linkedin Wealth management is taken very seriously by Americans given that confidence in the future of social security is at an all time. The infrastructure needed for prudent planning an operational support for fi... |
Reviews 0
FAQ about AdvisorEngine
When was AdvisorEngine founded?
AdvisorEngine was founded in 2014.
How much funding has AdvisorEngine raised?
AdvisorEngine has raised $20M in total across 1 funding round.
What has the press written about AdvisorEngine?
Parsers VC has collected 6 articles mentioning AdvisorEngine, among them “AdvisorEngine Grabs $20M” (Nov 21, 2016) and “Vanare Raises $20 Million Series A” (Nov 20, 2016).
Is AdvisorEngine still active?
Yes, AdvisorEngine is active; its latest activity on Parsers VC dates from Feb 20, 2024.