HR Execs on the Move

AdvisorEngine

www.advisorengine.com

 
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. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. From online account opening and report automation to comprehensive API platforms—and everything in between—AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively. Founded by a team of experienced, creative financial and technology executives, AdvisorEngine ...
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details
Ned Dane
 Chief Growth Officer Profile
Joe Kozeniewski
 Head of Performance Marketing Profile

Similar Companies

The People's Federal Credit Union

The People's Federal Credit Union is a Amarillo, TX-based company in the Financial Services sector.

Bank of Agriculture and Commerce

Bank of Agriculture and Commerce is one of the leading companies in Financial Services industry. Bank of Agriculture and Commerce is based in Stockton, CA. You can find more information on Bank of Agriculture and Commerce at www.bankbac.com

Ayco Co the

Ayco Co the is a Lake Forest, IL-based company in the Financial Services sector.

WAFRA Investment Group

WAFRA Investment Group is a New York, NY-based company in the Financial Services sector.

State Employees Federal Credit Union

As a SEFCU shareholder, you will enjoy benefits not found in other financial relationships. Benefits that keep growing with each passing year to help you achieve your purpose. Established in 1934, today SEFCU is among the 50 largest credit unions in the U.S. with more than $3.5 billion in assets, 330,000 members, and 50 branches in the Capital Region, Binghamton, Syracuse, and Buffalo. SEFCU is committed to Changing Lives Every Day through the donation of time, talent, and treasure.