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Acquired | Acquired

Total Raised


About AdvisorEngine

AdvisorEngine offers one integrated platform built on Robo Advisor technology to helps manage customers' firms. On May 6th, 2020, AdvisorEngine was acquired by Franklin Resources. The terms of the transaction were not disclosed.

Headquarters Location

60 Hudson Street Suite 1807

New York, New York, 10013,

United States



AdvisorEngine's Product Videos

AdvisorEngine's Products & Differentiators

    AdvisorEngine CRM

    Client relationship management (CRM) technology


Research containing AdvisorEngine

Get data-driven expert analysis from the CB Insights Intelligence Unit.

CB Insights Intelligence Analysts have mentioned AdvisorEngine in 1 CB Insights research brief, most recently on Dec 15, 2020.

Expert Collections containing AdvisorEngine

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

AdvisorEngine is included in 2 Expert Collections, including Wealth Tech.


Wealth Tech

2,152 items

Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.



8,123 items

Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.

Latest AdvisorEngine News

NovusNorth Launches NovusNorth Expert Series®, a Video Thought Leadership Series for Financial Services Industry

Nov 1, 2023

News Provided By Share This Article Episode 8 Features Digital Transformation Executive Barbara Donahue-Clarke The Expert Series® is a monthly video thought leadership initiative aimed at sharing insights, industry trends, and best practices in transforming experiences. I have known NovusNorth leaders Michelle Palomera and David Cowing for many years and appreciate their teams’ understanding of the wealth management industry and skill in design and user experience.” — Rich Cancro, CEO of AdvisorEngine NEW YORK, NY, UNITED STATES, November 1, 2023 / / -- NovusNorth, a leading innovator in creating digital experiences, solutions and platforms for the financial services industry, is delighted to introduce the NovusNorth Expert Series ®, a monthly video thought leadership initiative aimed at sharing valuable insights, industry trends, and best practices in experience design, technology, and digital transformation within the financial services sector. The NovusNorth Expert Series® brings together renowned industry gurus, clients, and innovation technology partners in an engaging interview Q&A format. The series offers a platform for sharing in-depth knowledge, practical examples, and actionable strategies that financial institutions can directly apply to their own digital transformation journeys. NovusNorth has interviewed experts from or with prior experience at companies including Brown Brothers Harriman & Co. , State Street, US Bank, Citadel, OceanFirst Bank, Voicify, YellowDog and Story Hub. Key Features and Benefits: 1. Thought-Provoking Topics: The NovusNorth Expert Series® covers a wide range of thought-provoking topics relevant to experience design, technology, and digital transformation in the financial services sector. From customer experience trends to emerging technologies and regulatory challenges, the series delves into critical areas that shape the industry's future. 2. Insights from Industry Gurus: The Expert Series® showcases well-known industry gurus who possess deep expertise and experience in their respective fields. These thought leaders provide unique perspectives, sharing their knowledge and expertise acquired through years of working in the financial services sector. Their insights inspire innovation and provide actionable guidance for organizations looking to stay ahead of the curve. 3. Client Success Stories: NovusNorth's Expert Series® spotlights client success stories, highlighting real-world examples of digital transformation initiatives and the impact they have had on financial institutions. These case studies demonstrate best practices, lessons learned, and practical strategies that can be directly applied to accelerate digital transformation efforts. 4. Collaboration with Innovation Technology Partners: NovusNorth collaborates with innovation technology partners who are at the forefront of digital transformation within the financial services industry. By featuring these partners in the Expert Series®, NovusNorth provides a platform for showcasing their cutting-edge solutions, thought leadership, and insights, enabling financial institutions to explore new possibilities and leverage the latest technologies. Dave Cowing, CEO of NovusNorth, commented, "We are thrilled to launch the NovusNorth Expert Series, a platform that brings together thought leaders, clients, and technology partners to share their expertise and insights. Our aim is to provide financial institutions with practical guidance, real-world examples, and actionable strategies to navigate the complex landscape of experience design, technology, and digital transformation." A recent guest speaker in the NovusNorth Expert Series was Rich Cancro, CEO of AdvisorEngine , a wealth management technology firm. “I was honored to participate in NovusNorth’s Expert Series program,” Cancro said. “At AdvisorEngine we differentiate on delivering a delightful user experience and this ties well to NovusNorth’s mission and focus. I have known NovusNorth leaders Michelle Palomera and David Cowing for many years and appreciate their teams’ depth of understanding of the wealth management industry and skill in design and user experience.” Cancro is featured in, “RIA Growth: The New Experience Infrastructure,” an Expert Series episode focusing on the importance of designing satisfying user experiences. Cancro shared examples of how wealth management firms can grow their businesses by connecting the advisor experience to their operations and to the end client experience. The NovusNorth Expert Series is available on NovusNorth's website and social media channels, with new episodes released monthly. To access the series and stay up-to-date with the latest thought leadership content, visit or follow NovusNorth on LinkedIn. About NovusNorth: NovusNorth is a leading innovator in digital solutions for the financial services industry. NovusNorth delivers world class digital experiences and platforms. By combining deep industry knowledge, strategic partnerships, and cutting-edge technologies, NovusNorth delivers transformative solutions that drive business growth, enhance customer experiences, and enable organizations to stay ahead of the competition. About AdvisorEngine® AdvisorEngine powers financial advice that is personal, scientific, and beautiful. Its wealth management technology platform uses smart automation to modernize the advisor experience (AX), the business operations experience (BX), and the client experience (CX). Capabilities include CRM, portfolio management and client portal. AdvisorEngine is a wholly-owned subsidiary of Franklin Resources, Inc., a global investment management organization with subsidiaries operating as Franklin Templeton. Based in New York, NY, and Raleigh, NC, the AdvisorEngine team strives to fulfill six ideals through their work: camaraderie, clarity, curiosity, creativity, crushing it, and celebration. For more information, please visit and follow us on LinkedIn, Twitter and Facebook. Michelle Palomera

AdvisorEngine Frequently Asked Questions (FAQ)

  • When was AdvisorEngine founded?

    AdvisorEngine was founded in 2014.

  • Where is AdvisorEngine's headquarters?

    AdvisorEngine's headquarters is located at 60 Hudson Street, New York.

  • What is AdvisorEngine's latest funding round?

    AdvisorEngine's latest funding round is Acquired.

  • How much did AdvisorEngine raise?

    AdvisorEngine raised a total of $52.1M.

  • Who are the investors of AdvisorEngine?

    Investors of AdvisorEngine include Franklin Resources and WisdomTree.

  • Who are AdvisorEngine's competitors?

    Competitors of AdvisorEngine include InvestSuite and 6 more.

  • What products does AdvisorEngine offer?

    AdvisorEngine's products include AdvisorEngine CRM and 1 more.


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