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New York, New York, United States
AdvisorEngine is a next-generation wealth management platform for investment advisors to help grow their business.
Last updated
In 2018, AdvisorEngine's revenue reached $1.6M. Since its launch in 2014, AdvisorEngine has shown consistent revenue growth.
AdvisorEngine reached a $4.8M valuation in 2025, set during its M&A Offer round.
AdvisorEngine has raised $5M in total funding across 1 round, with its most recent round in 2018.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|---|---|---|---|---|
| 2025 | M&A Offer | - | $4.8M | - | |
| 2018 | Funding round | $5M | - | - |
| Question | Answer |
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| What's your age? | - |
| Favorite online tool? | - |
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We do not have customer count information for AdvisorEngine yet.
AdvisorEngine employs approximately 33 people as of 2026.
AdvisorEngine generates $1.6M in revenue.
AdvisorEngine was founded by David Scalzo.
The CEO of AdvisorEngine is David Scalzo.
AdvisorEngine raised $5M across 1 round.
AdvisorEngine has 33 employees.
AdvisorEngine is headquartered in New York, New York, United States.
AdvisorEngine operates across multiple industries. Browse revenue, funding, and growth data for AdvisorEngine in each sector below.
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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Valuation
$4.8M
2018 Revenue
$1.6M
Funding
$5M
Team
33
Founded
2014
| Year | Milestone | Source |
|---|---|---|
| 2018 | AdvisorEngine Hit $1.6m revenue in January 2018 | |
| 2014 | Launched with $0 revenue |
| Year | Milestone | Source |
|---|---|---|
| 2018 | Reached 33 employees (January 2018) |
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