AdvisorEnginerevenue, acquisition & funding
Investment Portfolio Management SoftwareNew YorkFounded 2014
AdvisorEngine was acquired by Franklin Templeton Investments.
AdvisorEngine is a next-generation wealth management platform for investment advisors to help grow their business.
AdvisorEngine revenue
AdvisorEngine's annual revenue was $1.6M in January 2018, its last figure before Franklin Templeton Investments bought it (source not recorded).
| As of | Revenue | Source |
|---|---|---|
| Jan 2018 | $1.6M | – |
– source not recorded
Who owns AdvisorEngine
Franklin Templeton Investments owns AdvisorEngine. The date and price of the deal are not on record.
AdvisorEngine funding rounds & investors
AdvisorEngine has raised $5M in one round, in January 2018.
| Date | Round | Raised |
|---|---|---|
| Jan 2018 | Funding round | $5M |
| Total raised | $5M |
AdvisorEngine CEO, founders & employees
David Scalzo founded AdvisorEngine in 2014 and led it as CEO. AdvisorEngine had 33 employees (January 2018).
- David ScalzoFounder & CEO
AdvisorEngine FAQ
What was AdvisorEngine's revenue?
Before Franklin Templeton Investments bought it, AdvisorEngine's annual revenue was $1.6M in January 2018 (source not recorded).
Who owns AdvisorEngine?
Franklin Templeton Investments owns AdvisorEngine.
How much funding has AdvisorEngine raised?
AdvisorEngine raised $5M in one funding round before Franklin Templeton Investments bought it, in January 2018.
How many employees does AdvisorEngine have?
AdvisorEngine had 33 employees in January 2018.
Who founded AdvisorEngine?
David Scalzo founded AdvisorEngine in 2014.
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How this page is sourced
Founder figures link to the second they were said; public figures name their source; estimates are marked EST. and say whose they are. Not financial advice.
Updated Aug 10, 2026Data disclaimerReport a correctionClaim this profileRun AdvisorEngine? Join the podcast