# AdvisorEngine

**Source:** https://www.startuphub.ai/startups/advisorengine
**Profile type:** Startup

> 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.

## Key facts

- **Slug:** advisorengine
- **Website:** https://advisorengine.com/
- **Location:** New York, United States
- **Founded:** 2015-01-01
- **Employees:** 77
- **Operating status:** Active
- **Sectors / tags:** Fintech, WealthTech, Financial Planning Software, CRM, Client Portal, Digital Wealth Management, Enterprise Software
- **Social:**
  - LinkedIn: https://www.linkedin.com/company/advisor-engine
  - Twitter: https://twitter.com/advisorengine
  - Facebook: https://www.facebook.com/advisorengine

## 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.

### What is AdvisorEngine's revenue?

StartupHub estimates AdvisorEngine's annual revenue at $8.4M (range $6.8M to $14.5M, 65% confidence), based on comparable companies in the sector.

### 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.

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