# AdvisorEngine funding: rounds and investors

> AdvisorEngine has raised $20M across 1 round since 2016. Investors include WisdomTree Investments. Every round with its source.

Source: https://millionrounds.com/company/advisorengine (Millionrounds; every figure on the page links to its filing or article)

United States · [Series A startup](https://millionrounds.com/companies)

# Who invested in *AdvisorEngine*

One round we have observed, with the one investor named in it. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.

Fintech

Funding summary Updated 26 Oct 2026

**$20M** raised across 1 round since 2016, from 1 source

- **Latest round:** Series A, $20M Nov 2016
- **Investors:** 1

See who backed them

## The rounds

- **Nov 2016** Series A **$20M** WisdomTree Investments Reported by FinSMEs SEC filing: $20M sold, first sale Nov 2016

## Founders and team

From AdvisorEngine's own website and the SEC filings it signed: 9 on the team.

- **Rich Cancro** Chief Executive Officer
- **Beth Haddock** Chief Legal Officer
- **Carly de Diego** Chief Administrative Officer
- **Raj Madan** Chief Information Officer
- **Bernardo Restrepo** Head of Application Development
- **Christina Esfehani** Head of Marketing
- **Kathy Crowley** Head of Relationship Management
- **Tim Foley** Head of Product & Artificial Intelligence
- **Richard Cancro** Executive Officer, Director i

## Everyone who backed them

WisdomTree Investments no record of our own yet **1** round

Missing a round, or an investor who was in one? [Tell us](https://millionrounds.com/corrections?slug=advisorengine).

## Quick answers about AdvisorEngine

### Who invested in AdvisorEngine?

AdvisorEngine's investors include WisdomTree Investments.

### 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.

## Companies like AdvisorEngine

In the same sector, and raised in the last eighteen months.

[**Kalshi** $2.7B · Oct 2026](https://millionrounds.com/company/kalshi)[**xPay** $1.5M · Oct 2026](https://millionrounds.com/company/xpay)[**Coast** $77M · Oct 2026](https://millionrounds.com/company/coast)[**Whop** $400M · Oct 2026](https://millionrounds.com/company/whop)[**CapitalOS** $52M · Oct 2026](https://millionrounds.com/company/capitalos)[**Gradient** $24M · Oct 2026](https://millionrounds.com/company/gradient)

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