AdvisorEngine
Digital wealth management platform for financial advisors to grow their businesses.
About
AdvisorEngine provides a comprehensive digital wealth management platform designed to help financial advisors streamline operations, enhance client engagement, and scale their businesses. Their solution integrates CRM, financial planning, and client portal capabilities to offer a unified experience for advisors and their clients.
Technology stack
detected 2026-06-17Est. monthly stack spend~$680/mo
CDN
Cloudflare
Email
Google Workspace
Payments
Stripe
Analytics
Google Analytics 4
Google Tag Manager
Hotjar
Support
HubSpot
Video
Vimeo
Cookie consent
OneTrust
A11y
UserWay
Visitor tracking
Leadfeeder
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Frequently asked
What does AdvisorEngine do?
AdvisorEngine provides a comprehensive digital wealth management platform designed to help financial advisors streamline operations, enhance client engagement, and scale their businesses. Their solution integrates CRM, financial planning, and client portal capabilities to offer a unified experience for advisors and their clients.
Where is AdvisorEngine headquartered?
AdvisorEngine is headquartered in New York, United States.
When was AdvisorEngine founded?
AdvisorEngine was founded in 2015.
What industry does AdvisorEngine operate in?
AdvisorEngine operates in Fintech, WealthTech, Financial Planning Software, CRM, Client Portal, Digital Wealth Management.
How many employees does AdvisorEngine have?
AdvisorEngine has approximately 77 people on record.