The closest alternatives to AdvisorEngine are instinct studios, Satuit Technologies and Wealth AI. AdvisorEngine generates $1.6M in revenue with 33 employees. Every one of the 20 similar companies below is compared with AdvisorEngine on revenue, funding, customers, team size and founding year.
AdvisorEngine is pinned as the first column so every figure is read against it. Blank cells are figures we have not verified, never zeros.
| Company |  AdvisorEngineThis company |  instinct studios |  Satuit Technologies |  Wealth AI | Wealth AI |  Exchangelodge |  Sharesight |  Intellibonds |  FinFolio |  HedgeGuard |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.6M | $1.6M | $1.7M | $1.7M | $1.7M | $1.5M | $1.7M | $1.4M | $1.4M | $1.8M |
| Funding raised | $5M | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed | $8.5M |
| Customers | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed | Not disclosed | 150K | Not disclosed | Not disclosed | Not disclosed |
| Team size | 33 | 21 | 15 | 15 | 15 | 16 | 44 | 13 | 10 | 14 |
| Founded | 2014 | 2005 | 1994 | 2021 | 2021 | 2015 | 2007 | 2018 | 2008 | 2006 |
| HQ | New York, United States | United Kingdom | United States | United Kingdom | United Kingdom | United States | Australia | United States | United States | France |
United Kingdom · Investment Portfolio Management Software
Provider of fintech innovation & design services to simplify the world of financial services across web, mobile and touch-enabled devices. The company's platform transforms the way investment companies communicate…
instinct studios revenue & fundingAdvisorEngine vs instinct studios
United States · Investment Portfolio Management Software
Satuit Technologies is fiercely focused on delivering quality software solutions to buy-side financial customers. That focus produces products that are easily implemented, scalable, and fully customizable within our…
Satuit Technologies revenue & fundingAdvisorEngine vs Satuit Technologies
United Kingdom · Investment Portfolio Management Software
At Wealth AI , we stand as industry leaders, dedicated to the transformative potential of AI in wealth management. Our core mission is to democratize access to personalized, cost-effective wealth management solutions…
United Kingdom · Investment Portfolio Management Software
At Wealth AI , we stand as industry leaders, dedicated to the transformative potential of AI in wealth management. Our core mission is to democratize access to personalized, cost-effective wealth management solutions…
United States · Investment Portfolio Management Software
Provider of digital process automation and data integration solutions intended for Alternative Investment Managers. The company's solutions manages workflows, exchanges, and analyzes information in one central…
Exchangelodge revenue & fundingAdvisorEngine vs Exchangelodge
Australia · Investment Portfolio Management Software
Developer of a cloud-based portfolio management application designed to assist investors and accountants. The company's cloud-based portfolio management application helps investors, accountants and financial advisers by…
United States · Investment Portfolio Management Software
Intellibonds is an AI-driven platform tailored for banks and institutional fixed income investors seeking to enhance investment operations and alpha generation. Our platform offers two core products, Credit Assist and…
United States · Investment Portfolio Management Software
FinFolio makes portfolio management software for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client portals, all with a single portfolio management software…
France · Investment Portfolio Management Software
Developer of a front-to-back portfolio management software created to monitor the performance of all the funds from single platform. The company's portfolio management software calculate funds's NAV, helps in risk…
United States · Investment Portfolio Management Software
Global Predictions is founded by a successfully exited, ex-Bridgewater team using AI + Finance expertise to build a full-stack solution for investing insights and financial advice on top of its proprietary Economic…
Global Predictions Inc revenue & fundingAdvisorEngine vs Global Predictions Inc
United States · Investment Portfolio Management Software
YourStake provides the #1 rated tools financial advisors need to help provide personalization to their client’s investments. We offer advisors a suite of tools that bring immense time efficiencies and insights to client…
United States · Investment Portfolio Management Software
MAIA is tailor-made for today’s ambitious asset manager or hedge fund. Our cloud-native SaaS technology delivers class-leading portfolio management through an open architecture that places control firmly in the hands of…
MAIA Technology Limited revenue & fundingAdvisorEngine vs MAIA Technology Limited
United States · Investment Portfolio Management Software
BankersLab is software that helps users learn about managing portfolios with no risk.
Singapore · Investment Portfolio Management Software
New Wealth is a B2B FinTech provider that offers modular white-label solutions, to boost the distribution of mutual funds and wealth management services. Applying behavioral design, data-driven personalization and…
New Wealth, first-class WealthTech revenue & fundingAdvisorEngine vs New Wealth, first-class WealthTech
United States · Investment Portfolio Management Software
DigiShares provides a white-label platform for tokenization, i.e., the issuance, corporate management, and trading of securities in the form of tokens on the blockchain (tokenized securities / security tokens). The…
Canada · Investment Portfolio Management Software
Global leader in CRM software for capital markets & investment banking. Tier1 empowers its clients to create sales opportunities & maximize interactions while increasing productivity & reducing relationship risk…
Tier1 Financial Solutions revenue & fundingAdvisorEngine vs Tier1 Financial Solutions
Sweden · Investment Portfolio Management Software
Limina provides cloud-based Investment Management Software (IMS).
China · Investment Portfolio Management Software
Developer of a wealth management technology service platform. The company's platform provides an SaaS/PaaS business support system for wealth management organizations (Consultant Cloud Service, WBS) as well as a site…
Singapore · Investment Portfolio Management Software
BetaSmartz is a B2B Investment Management FinTech business that enables financial institutions with products and solutions to more efficiently manage their clients and their clients' wealth. We are a SaaS platform with…
United States · Investment Portfolio Management Software
Repool is the leader in hedge fund software for emerging managers, firms and institutions, and finance professionals. Enabling easy hedge fund launch, management, and back office services.
AdvisorEngine ranks #79 of 105 Investment Portfolio Management Software companies by annual revenue, putting it in the top 75% of the market.
| Date | Round | Amount | Valuation |
|---|---|---|---|
| Jan 2018 | Funding round | $5M | Not disclosed |
The closest alternatives to AdvisorEngine are instinct studios, Satuit Technologies and Wealth AI, all active in Investment Portfolio Management Software. This page compares each of them with AdvisorEngine on revenue, funding, customers and team size.
instinct studios is the closest alternative to AdvisorEngine, generating $1.6M in revenue. Which alternative fits best depends on budget and company size, so compare all 20 similar companies above before choosing.
AdvisorEngine generates $1.6M in revenue.
AdvisorEngine has raised $5M in funding.
Yes. AdvisorEngine generates $1.6M in revenue versus $1.6M at instinct studios.
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