AdvisorEngine
Valuation
$4.8M
2018 Revenue
$1.6M
Funding
$5M
Team
33
Founded
2014
How AdvisorEngine CEO David Scalzo grew AdvisorEngine to $1.6M revenue with a 33 person team in 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 |
|---|---|
| 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 |
|---|---|---|---|---|
| 2018 | Funding round | $5M | - | - |
AdvisorEngine Employees & Team Size
AdvisorEngine employs approximately 33 people as of 2026.
AdvisorEngine has 33 total employees in different roles and functions.
| Year | Milestone |
|---|---|
| 2018 | Reached 33 employees (January 2018) |
Founder / CEO
David Scalzo
David Scalzo is listed as Founder / CEO at AdvisorEngine.
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.
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.
How many employees does AdvisorEngine have?
AdvisorEngine has 33 employees.
Where is AdvisorEngine headquarters?
AdvisorEngine is headquartered in New York, New York, United States.
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Compare AdvisorEngine to the industry
AdvisorEngine operates across multiple industries. Browse revenue, funding, and growth data for AdvisorEngine in each sector below.
Source Attribution
Source: all data was collected from GetLatka company research and founder interviews. Revenue, funding, team, and customer figures are presented as company-reported or GetLatka-estimated metrics where the profile data identifies them that way.
Company data last updated .