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

Rich Cancro

Kathy Crowley

Patrick Arnold

Ned Dane

Veronica Keating

Ray Smith

CJ Pacelli

Christina Esfehani

Amber Krier

Beth Haddock

Carly De Diego

Raj Madan

Craig Ramsey

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

Product Management

Leadership Team

Operations Team

About

Team members

Other teams at AdvisorEngine

Product Management

Leadership Team