AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform.

Finance

AdvisorEngine

AdvisorEngine's headquarters in Raleigh, NC, United States

Rich Cancro

Craig Ramsey

Patrick Arnold

Justin W.

Christina Esfehani

Carly De Diego

The Product Management team at AdvisorEngine is responsible for developing and overseeing the digital wealth management platform. This includes defining product vision, strategy, and roadmap; managing the product lifecycle from concept to launch; collaborating with design, engineering, and marketing teams to ensure successful execution; and continually refining the product based on user feedback and market trends to deliver innovative solutions that enhance advisor growth.

Product Management

The Leadership Team at AdvisorEngine is responsible for setting the strategic vision and direction of the company, ensuring alignment across all departments to drive innovation in digital wealth management. This team of executives, including the CEO, COO, and CIO, collaborates to enhance operational efficiency, oversee product development, and foster growth initiatives that empower financial advisors and their clients. Through their combined expertise, they aim to propel AdvisorEngine as a pioneering force in the industry.

Leadership Team

The Operations Team at AdvisorEngine ensures seamless integration and functioning of the platform by managing client onboarding, addressing technical and business operational challenges, and handling escalations efficiently. They provide essential support to empower financial advisors and drive the adoption of AdvisorEngine's digital wealth management technology.

Operations Team

The Business Development and Marketing team at AdvisorEngine focuses on driving growth through strategic partnerships and market engagement. They handle sales operations, create compelling content strategies, develop the brand, and manage client marketing. Their combined efforts aim to expand AdvisorEngine's reach and influence in the digital wealth management technology sector.

AdvisorEngine

Org chart

Teams

Product Management

Leadership Team

Operations Team

Business Development and Marketing

Offices

AdvisorEngine

Org chart

Teams

Product Management

Leadership Team

Operations Team

Business Development and Marketing

Offices

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