What departments does AdvisorEngine have?

AdvisorEngine has employees across 7 departments including Administrative, Operations, Sales, Product Management, Engineering.

What is the largest department at AdvisorEngine?

The largest department at AdvisorEngine is Engineering with 4 employees.

Where are AdvisorEngine employees located globally?

AdvisorEngine has employees across 4 continents and 5 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America, New Zealand, Uruguay, Argentina.

How has AdvisorEngine's team size changed over time?

AdvisorEngine's team has decreased from approximately 107 to 81 employees based on available data.

AdvisorEngine Employee Directory

Financial ServicesNorth Carolina, United States51-200 Employees

AdvisorEngine is a Raleigh, North Carolina-based financial services company that provides a digital wealth management platform designed for financial advisors. The platform is an enterprise B2B solution intended to help advisors serve both traditional wealth management clients and fully digital clients from a single system, with features that include online account opening, report automation, and APIs. The company describes itself as a pioneer in digital wealth management technology, having been the first to integrate private-label robo-advice within its platform. AdvisorEngine has 51-200 employees and has expanded its product and ecosystem through initiatives such as a reimagined Client Portal launched in early 2026, a turnkey asset management program announced in March 2026, and an integration with TradePMR announced in 2025. The company was founded by experienced financial and technology executives and maintains its website at advisorengine.com.

AdvisorEngine Global Highlights

North America
85

United States Of America
85

South America
5

Uruguay
3
Argentina
2

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Oceania
1

New Zealand
1

AdvisorEngine's Leadership

C. D.
Chief Administrative Officer
Mobile Phone
Email
D. B.
Head Of Technical Operations
Mobile Phone
Email
J. W.
Vice President, Sales & Business Development
Mobile Phone
Email
A. B.
Development Team Lead
Mobile Phone
Email
J. E. K.
Product Manager For Interesting New Things
Mobile Phone
Email
J. N.
Senior Qa Lead Engineer
Mobile Phone
Email
A. B.
Senior Product Manager
Mobile Phone
Email
L. B.
Technical Operations Manager
Mobile Phone
Email

AdvisorEngine Employee Metrics

100%

50%

0%

2026

2025

Engineering
Operations
Product Management
Arts & Design
Support
Other
Analytics
Sales
Banking
Quality Assurance
Information Technology
Education

Contact profiles from AdvisorEngine

Name

Title

Contact Info

Location

Last Update

C. D.
Chief Administrative Officer
Mobile Phone
Email
Jul 16, 2025
D. B.
Head Of Technical Operations
Mobile Phone
Email
Jul 17, 2026
J. W.
Vice President, Sales & Business Development
Mobile Phone
Email
Jul 15, 2026
A. B.
Development Team Lead
Mobile Phone
Email
Jun 25, 2026
J. E. K.
Product Manager For Interesting New Things
Mobile Phone
Email
Jun 29, 2026
J. N.
Senior Qa Lead Engineer
Mobile Phone
Email
Apr 16, 2026
A. B.
Senior Product Manager
Mobile Phone
Email
Jul 17, 2025
L. B.
Technical Operations Manager
Mobile Phone
Email
Oct 23, 2024
L. D.
Senior Qa Engineer
Mobile Phone
Email
ArgentinaTierra del Fuego
Apr 17, 2026
J. G.
Associate Software Engineer
Mobile Phone
Email
Jul 27, 2026

Frequently Asked Questions

What is AdvisorEngine known for?

AdvisorEngine was founded in 2014 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-866-826-****

. Explore AdvisorEngine's company overview page for more information.

What is AdvisorEngine's most common email format?

AdvisorEngine employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more AdvisorEngine email formats with LeadIQ.

How many employees does AdvisorEngine have currently?

AdvisorEngine has approximately 76 employees as of July 2026. These team members are located across 4 continents, including North AmericaSouth AmericaEurope.

Who are AdvisorEngine's key employees and leadership?

As of July 2026, AdvisorEngine's key employees include:

Chief Administrative Officer: C. D.
Head Of Technical Operations: D. B.
Vice President, Sales & Business Development: J. W.
Development Team Lead: A. B.
Product Manager For Interesting New Things: J. E. K.

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AdvisorEngine Employee Directory

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