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AdvisorEngine

New York, New York, United States

2018 Revenue

$1.6M

Funding

$5M

Team

33

Founded

2014

AdvisorEngine Revenue & Funding (2018)

AdvisorEngine generated $1.6M in revenue 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.

AdvisorEngine Revenue GrowthReported revenue / ARR over time$0$400K$800K$1.2M$1.6M$2M20142015201620172018$0$1.6MSource: GetLatka.com
YearMilestoneSource
2018AdvisorEngine Hit $1.6m revenue in January 2018Not recorded
2014Launched with $0 revenue

AdvisorEngine Valuation, Funding Rounds

AdvisorEngine has not publicly disclosed its valuation. The company has raised $5M in total funding to date.

AdvisorEngine has raised $5M in total funding across 1 round, with its most recent round in 2018.

AdvisorEngine Capital Raised & ValuationCumulative capital raised and post-money valuation by roundCapital raised (cum.)Valuation$0$0$0.2$1.3M$0.4$2.5M$0.6$3.8M$0.8$5M$1$6.3M20142015201620172018Source: GetLatka.com
YearRoundAmountValuation% SoldSource
2018Funding round$5M--Not recorded

Founder / CEO

AdvisorEngine Employees & Team Size

AdvisorEngine employs approximately 33 people as of 2026.

AdvisorEngine Team GrowthReported headcount over time081523303820142015201620172018003333Source: GetLatka.com
YearMilestoneSource
2018Reached 33 employees (January 2018)Not recorded

Frequently Asked Questions about AdvisorEngine

Who owns AdvisorEngine?

AdvisorEngine is owned by Franklin Templeton Investments, which acquired it.

What is AdvisorEngine's revenue?

As of 2018, AdvisorEngine generated $1.6M in revenue.

Who founded AdvisorEngine?

AdvisorEngine was founded by David Scalzo.

When was AdvisorEngine founded?

AdvisorEngine was founded in 2014.

How much funding does AdvisorEngine have?

AdvisorEngine raised $5M across 1 round.

How many employees does AdvisorEngine have?

As of 2018, AdvisorEngine had 33 employees.

Where is AdvisorEngine headquartered?

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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