Company profile: AdvisorEngine
1.1 - Company Overview
Company description
- Provider of a next-generation wealth management platform for investment advisors and RIAs, fully integrating Online Wealth Management, CRM, and Portfolio Management. Delivers CRM, performance reporting, fee billing, rebalancing, digital onboarding, and a client portal to streamline account opening, proposals, risk profiling, reporting, trading, billing, and client engagement.
Products and services
- Rebalancing: Engineers integrated order management, trading, and rebalancing tools to implement investment strategies efficiently, supporting portfolio adjustments and trade execution in one workflow-driven system
- CRM: Delivers an integrated wealth-management CRM combining contact and practice management to architect client data, track interactions, and centralize relationship workflows for advisory firms
- Digital Onboarding: Offers a seamless client intake experience that streamlines opening new accounts, modernizes proposals, and captures risk profiling digitally to accelerate RIA onboarding workflows
Key contacts
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Financial details
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1.2 - Competitors and similar companies to AdvisorEngine
Passfolio
HQ: United States
Website
- Description: Provider of commission-free US stock and crypto trading for the world, focused on democratizing investment opportunities and expanding economic opportunity to billions of people in emerging markets, aiming for a modern financial system that works for everyone.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Trucost
HQ: United Kingdom
Website
- Description: Provider of investment-grade carbon and environmental data and gold-standard carbon and natural capital investment metrics for investors, companies, governments, and financial institutions to assess risks and opportunities presented by climate change and drive innovation.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Immo
HQ: United Kingdom
Website
- Description: Provider of Europe’s first technology-led residential real estate platform to create quality portfolios of existing single-family rental housing at speed and scale, delivering end-to-end services for institutional partners: sourcing and acquisition, AI-powered underwriting, development management, lettings and property management, asset management, automated investor reporting and analytics.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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- Acquisitions: ●●
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BondLink
HQ: United States
Website
- Description: Provider of technology products and tools to modernize the municipal bond market, including a cloud-based investor relations platform for issuers in the approximately $4 trillion market to communicate directly with bond investors, supporting enhanced transparency to investors.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
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Novata
HQ: United States
Website
- Description: Provider of an ESG platform for private markets delivering corporate governance measurement, ESG and carbon data collection, reporting, benchmarking, and analytics, a streamlined reporting framework, secure contributory database, metric library, benchmarks, a carbon calculator, and expert services to enhance ESG strategy, including regulatory compliance and sustainability goal achievement.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Novata company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for AdvisorEngine
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to AdvisorEngine
2.2 - Growth funds investing in similar companies to AdvisorEngine
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4 - Top valuation comps for AdvisorEngine
4.2 - Public trading comparable groups for AdvisorEngine
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