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AdvisorEngine
ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 LowHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Low growthGrowth score — momentum trend across web traffic, headcount and other growth signals. New York, United States Founded 2014 51-100 employees For Profit
AdvisorEngine is a next-generation wealth management platform for investment advisors to help grow their business.
AdvisorEngine was acquired by Franklin Templeton in 2020.
Total Funding
Available in Pro Last Funding
Available in Pro Acquisitions
3
Monthly Visits
Available in Pro Contacts
85
Patents
0
14 trademarks
Company Details
Funding & Financials
Pro- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
IPO & Stock
- IPO status
- Private
- Valuation range
- $50M to $100M
Web Traffic
Pro- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Technology & IP
- Active technologies
- 90
- Active products
- 23
- Patents granted
- 0
- Trademarks
- 14
- IT spend
- $13M
Company Info
- Founded
- 2014
- Employees
- 51-100
- Operating status
- Active
- Company type
- For Profit
- Org types
- company
- Founders
- 4
- News articles
- 55
- Events
- 1
- HQ
- New York, United States
- Region
- Greater New York Area, East Coast, Northeastern US
- Exit date
- May 6, 2020
Signals & Scores
- Heat score
- Low
- Growth score
- Low
- Trend (7d)
- -0.1
- Trend (30d)
- -1.3
- Trend (90d)
- -1
- Last leadership hire
- Jan 22, 2026
Acquisitions by AdvisorEngine
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Key People at AdvisorEngine
CEO & Founder
Senior Vice President & Head of Business Development
Head of Artificial Intelligence
Chief Operating Officer
85
professional contacts at AdvisorEngine
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