AdvisorEngine
AdvisorEngine develops a cloud-based wealth management platform that provides portfolio management solutions to financial advisors.
Business Model: SAAS
Revenue: $10M
Employees: 51-200
Rankings
Industries / Tags:
Detailed AdvisorEngine Information
AdvisorEngine was acquired by
Franklin Templeton Investments.
The acquisition happend on 2020-05-06.
Details of the transaction were not public
Acquirer
Geographic Data
Address: 3651 Trust Drive
City: Raleigh
State: NC
Zip: 27616
Country: US
Financial Info
Stage:
debt financing
Raised Last:
$22M
Raised Total:$54M
Social
Metrics
3,226,978Website Global Rank
5,807Website Monthly Traffic
Twitter Followers
Description
AdvisorEngine develops a cloud-based wealth management platform that provides portfolio management solutions to financial advisors.
Contact Phone:
+18668262731
Contact Email:
| Announced Date | Company | Transaction | Money Raised |
|---|
| Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 2/2016 | Equity | $392k | 12/2017 | Debt | $30M |
WisdomTree Investments, Inc |
4/2014 | Venture Round | 1 | - |
Kirenaga Partners Kirenaga Partners |
2/2016 | Seed Round | $3.5M | 11/2015 | Seed Round | $3.3M | 5/2017 | Venture Round | $5M | 1/2018 | Debt Financing | $0 |
WisdomTree WisdomTree |
4/2017 | Equity | $5M | 11/2016 | Series A | $0 |
WisdomTree WisdomTree |
8/2016 | Debt Financing | $468.5k | 4/2015 | Debt Financing | $100k | 2/2016 | Venture Round | $3.5M | 11/2016 | Series A | 1 | $20M |
WisdomTree WisdomTree WisdomTree |
1/2018 | Debt Financing | 1 | $22M |
WisdomTree WisdomTree WisdomTree WisdomTree |
4/2014 | Venture Round | 1 | - |
Kirenaga Partners Kirenaga Partners |
|---|
| Announced Date | Name | Price |
|---|---|---|
| 1/2018 | Junxure | |
| 2/2017 | Wealthminder | |
| 12/2014 | NestEgg Wealth |
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