Facts
as of Nov 14, 2026
AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.
It is hiring: 1 open role, 0 of them posted in the last 30 days.
- Legal name
- AdvisorEngine Inc.
- Headquarters
- New York, United States
- Founded
- 2015
- Employees
- 51-200estimated range
- Legal entities
- 2 in 1 countries
- Open roles
- 1Alion job postings
- Register numbers
- NAME advisorengine inc
- Website
- advisorengine.com
As of Nov 14, 2026, Alion lists 1 open role at AdvisorEngine. AdvisorEngine is headquartered in New York, United States. It was founded in 2015. It has raised $28.9M in 4 funding rounds. The latest round is Venture - Series Unknown of $5M, announced in 2017.
Sources: company registers, GLEIF, Wikidata, the company's site, Alion job postingsReport a mistake
What the registers and the postings say about this employer.
Legal entity active
AdvisorEngine Inc.
Not checked
Sanctions lists
OFAC SDN, EU consolidated
No match
Phishing reports
OpenPhish, Phishing.Database
None
Layoff notices
US WARN notices on file
None
Sources: company registers, the Alion truth index, OFAC and EU sanctions lists, US WARN notices
Hiring slowly: few roles were posted lately.
Data Science is the largest family, 100 of open roles.
0%Remote roles0 of 1
1Hiring offices
Where the openings areshare of open roles · trend
Source: the company's careers site, read by Alion several times a day; market medians from all open roles of the same family
Footprint
Hiring in 1 city in 1 country.
1Cities
1Countries
RaleighBusiest site
Source: office addresses in postings and company registers
Financials
Funding rounds, investors and revenue on record.
$59.3MTotal raised
Debt FinancingLatest round
6Rounds and grants
Money by yearUSD, rounds and grants
2017$35M2 records
2016$20.9M3 records
2015$3.5M1 record
Largest rounds and grants
Sources: funding announcements, grant and company registers
Tech stack
Technologies named in job postings at AdvisorEngine over the last 12 months, by layer, with the share of postings for each.
4Technologies in use
1Postings analysed
58/100Stack modernity
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Source: the technologies named in the company's postings and on its site
Milestones
Each milestone is dated by its source: registers, filings, the press
Newsroom
Aug 42026
News · The WealthAdvisor
Tim Foley didn't set out to become an AI leader.
Aug 32026
News · The WealthAdvisor
Disclosure: AdvisorEngine Portfolio Solutions (
Jul 82026
News · The WealthAdvisor
Too many advisory firms are wrestling with the same question ri
Jun 132026
News · The WealthAdvisor
Wealth management is evolving quickly.
Mar 102026
News · YahooFinance
The wealth platform provider announced its turnkey asset management platform at the T3 conference, offering advisors access to over 1,500 strategies from over 300 asset managers.
Mar 102026
News · YahooFinance
NEW ORLEANS, March 10, 2026--AdvisorEngine Portfolio Solutions re-imagines TAMP experience to deliver a fully-connected practice platform
Sources: the outlets named on each headline, each story once
