AdvisorEngine
New York, New York, United States
Valuation
$4.8M
2018 Revenue
$1.6M
Funding
$5M
Team
33
Founded
2014
AdvisorEngine Revenue, Valuation & Funding (2018)
AdvisorEngine is a next-generation wealth management platform for investment advisors to help grow their business.
Last updated
AdvisorEngine Revenue
In 2018, AdvisorEngine's revenue reached $1.6M. Since its launch in 2014, AdvisorEngine has shown consistent revenue growth.
| Year | Milestone | Source |
|---|---|---|
| 2018 | AdvisorEngine Hit $1.6m revenue in January 2018 | |
| 2014 | Launched with $0 revenue |
AdvisorEngine Valuation, Funding Rounds
AdvisorEngine's most recent disclosed valuation is $4.8M.
AdvisorEngine has raised $5M in total funding across 1 round, with its most recent round in 2018.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|---|---|---|---|---|
| 2018 | Funding round | $5M | - | - |
Founder / CEO
Q&A
| Question | Answer |
|---|---|
| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
| Favorite CEO? | - |
| Advice for 20 year old self | - |
Customers
We do not have customer count information for AdvisorEngine yet.
AdvisorEngine Employees & Team Size
AdvisorEngine employs approximately 33 people as of 2026.
| Year | Milestone | Source |
|---|---|---|
| 2018 | Reached 33 employees (January 2018) |
Frequently Asked Questions about AdvisorEngine
What is AdvisorEngine's revenue?
AdvisorEngine generates $1.6M in revenue.
Who founded AdvisorEngine?
AdvisorEngine was founded by David Scalzo.
Who is the CEO of AdvisorEngine?
The CEO of AdvisorEngine is David Scalzo.
How much funding does AdvisorEngine have?
AdvisorEngine raised $5M across 1 round.
How many employees does AdvisorEngine have?
AdvisorEngine has 33 employees.
Where is AdvisorEngine headquarters?
AdvisorEngine is headquartered in New York, New York, United States.
Compare AdvisorEngine to the industry
AdvisorEngine operates across multiple industries. Browse revenue, funding, and growth data for AdvisorEngine in each sector below.
Data and Sources
All figures on this page are taken directly from interviews or are estimates from public sources and proprietary models. Not financial advice. Read full disclaimer.
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