United States · Who invested in AdvisorEngine?
AdvisorEngine's investors include WisdomTree Investments.
United States · Series A startup
Who invested in AdvisorEngine
Funding summaryUpdated 26 Oct 2026
$20Mraised across 1 round since 2016, from 1 source
- Latest round
- Series A, $20MNov 2016
- Investors
- 1
The rounds
- Nov 2016
Founders and team
From AdvisorEngine's own website and the SEC filings it signed: 9 on the team.
- Rich CancroChief Executive Officer
- Beth HaddockChief Legal Officer
- Carly de DiegoChief Administrative Officer
- Raj MadanChief Information Officer
- Bernardo RestrepoHead of Application Development
- Christina EsfehaniHead of Marketing
- Kathy CrowleyHead of Relationship Management
- Tim FoleyHead of Product & Artificial Intelligence
- Richard CancroExecutive Officer, Directori
Quick answers about AdvisorEngine
How much has AdvisorEngine raised?
AdvisorEngine has raised $20M across 1 round since 2016.
When did AdvisorEngine last raise?
AdvisorEngine's most recent round was a Series A of $20M in Nov 2016.
What was AdvisorEngine's biggest round?
Its most recent round, $20M in Nov 2016, is also its largest on record.
Who backed AdvisorEngine first?
AdvisorEngine's first round on record, in Nov 2016, was backed by WisdomTree Investments.
What stage is AdvisorEngine at?
AdvisorEngine's latest named round is a Series A, in Nov 2016.
Where is AdvisorEngine based?
AdvisorEngine is based in the United States.
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