Summary
AdvisorEngine Inc
Founded in 2014
Description
AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.
Strengths
- AdvisorEngine Inc has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- Since AdvisorEngine Inc was founded, the company has grown faster than the industry average
Weaknesses
- The number of employees is not growing as fast as the industry average
- Variance of revenue growth is more than the industry average
- Web traffic rankings are worse than the industry average
Annual Revenue
AdvisorEngine Inc's annual revenue
$40600000
Based on Kona Equity data
-
Revenue per employee
$507500
-
Variance of revenue growth
5.41
-
Annual revenue growth since founding
$4060000
-
Revenue growth rate from first known quarter to current
298.0%
Employee Count
80 employees
-
Employee growth rate from first known quarter to current
-13.7%
Executives
Mike Sbrocco
Chief Financial Officer
m**@advisorengine.comCarly Diego
Chief Administrative Officer
c**@advisorengine.comMaria Pfeiffer
Product Manager
m**@advisorengine.comIvy Koerner
Marketing Operations Specialist
i**@advisorengine.comMatthew Levinson
Software Developer
m**@advisorengine.comRaj Madan
Chief Information Officer
r**@advisorengine.comVeronica Keating
Head of Projects
v**@advisorengine.comJohn Haas
Junxure Consulting & Training Head
j**@advisorengine.comDiane Gibson
Controller
d**@advisorengine.comDaniel Cuevas
Client Success Head of Platform
d**@advisorengine.comScott Woodworth
Head of Client Services
s**@advisorengine.comPatrick Arnold
Head of Product Development
p**@advisorengine.comCraig Ramsey
Chief Operating Officer
c**@advisorengine.comDavid Coyle
Senior Head of Business Development, Vice President
d**@advisorengine.comJason Roberts
Senior Onboarding Lead
j**@advisorengine.comElliot Lochansky
Data Operations Analyst
e**@advisorengine.comJoseph Kozeniewski
Head of Performance Marketing
j**@advisorengine.comTricia Cameron
Training Specialist
t**@advisorengine.comKathleen Crowley
Business Development Manager
k**@advisorengine.comNathan Vines
Database Migration Specialist
n**@advisorengine.comRich Cancro
CEO
r**@advisorengine.comGrant Speer
Senior Product Manager
g**@advisorengine.comAnton Bogdan
Team Lead, Development
a**@advisorengine.comPhone Advisorengine
Chief Executive Officer
p**@advisorengine.comJohn Shangler
Director, Information Technology
j**@advisorengine.comG Score - 4
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G6 Annual revenue growth since founding is higher than the industry average.
Web Analysis
-
Rank
1.22 M
-
Page views per visitor
1.0
-
Daily time
2:19
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Bounce Rate
68.8 %
Location
Unlock unlimited leads
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Key Information
- Name: AdvisorEngine Inc
- Category: Investment management
- Industry: Corporate office
- SIC: 73; 737
- NAICS: 541511; 541
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Firmographic data G Score of 4 Founded in 2014 SIC: 73 SIC: 737 NAICS: 541511 NAICS: 541 #Software Development & Design #Software
Frequently Asked Questions
AdvisorEngine Inc's headquarters are located at 60 Hudson St. 18Th Fl. New York City, NY 10013.
AdvisorEngine Inc's official website is advisorengine.com
AdvisorEngine Inc's annual revenue is $40.6 M.
AdvisorEngine Inc's SIC: 73; 737
AdvisorEngine Inc's NAICS: 541511; 541.
AdvisorEngine Inc has 80 employees
AdvisorEngine Inc is in the industry of Investment management.
