AdvisorEngine

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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.

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Rich Cancro
Founder & CEO

Rich Cancro

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Carly De Diego
Chief Administrative Officer
Christina Esfehani
Head Of Product Marketing
Amber Krier
Head of Relationship Management
CJ Pacelli
Head Of Celebration Action Team
Ray Smith
Head Of Client Success
Veronica Keating
Head Of Projects
Patrick Arnold
Head, Product
Kathy Crowley
Senior Business Development Manager