Founded in 2014 by a team of experienced, creative financial and technology executives, AdvisorEngine continues to innovate in order to keep advisors at the forefront of wealth management.
About the owners and the team
Rich Cancro is the Founder and Chief Executive Officer of AdvisorEngine. Rich brings over 25 years of experience building wealth management technology. The team is made up of enterprise technologists, data scientists, designers, futurists, business builders and former financial advisors. The company was acquired by Franklin Templeton through an LBO on May 5, 2020, for an undisclosed sum.