AdvisorEngine builds powerful and intuitive technology for financial advisors. Our team is made up of enterprise technologists, data scientists, designers, futurists, business builders and former financial advisors.

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About the business

AdvisorEngine offers a digital wealth management platform to help investment advisors grow their businesses. The company's platform integrates online wealth management, customer relationships, and portfolio management.


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.

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