AdvisorEngine - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

AdvisorEngine M&A Summary

AdvisorEngine has acquired 3 companies of its own.

AdvisorEngine has acquired in 3 different US states. The Company’s most targeted sectors include software (34%) and information technology (34%).

AdvisorEngine Ownership

Who owns AdvisorEngine?

AdvisorEngine is owned by Franklin Resources. It was acquired on May 6, 2020.

AdvisorEngine Business Overview

Where is AdvisorEngine headquartered?

AdvisorEngine is headquartered in New York, New York.

What sector is AdvisorEngine in?

AdvisorEngine is a financial services company.

When was AdvisorEngine founded?

AdvisorEngine was founded in 2014.

M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity3
  • Total Sectors Invested 3
  • Total Countries Invested 1
  • M&A Advisors 1

AdvisorEngine, Inc.

60 Hudson Street, 18th Floor,
New York, New York 10013
United States,
(212) 858-0575
www.advisorengine.com

AdvisorEngine, Inc. is a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United States that manage over $600 billion in assets. Its financial experience platform serves as a unified operating system across advisor experience (AX), business operations experience (BX), and client experience (CX). Modules include prospecting and client engagement tools, paperless client onboarding, account aggregation, CRM, goals-based financial planning tools, model portfolios, portfolio construction analytics, compliance monitoring tools, performance reporting, and fee billing. From the company’s offices 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. AdvisorEngine was formed in 2014 and is based in New York, New York.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 3 - - - - - 3
Sell (0.0/yr) # - - - - - - 0
  3

Most Recent M&A

Company Date Value Type
CRM Software, Inc. 2018-01-02 - Add-on Acquisition
Raleigh, North Carolina · www.junxure.com
Kredible Technologies, Inc. 2017-04-27 - Add-on Acquisition
Atlanta, Georgia · www.kredible.com
Wealthminder, Inc. 2017-02-15 - Add-on Acquisition
Reston, Virginia · www.wealthminder.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Information Technology 1 (33%) - - -
Internet Software and Services 1 (33%) - - -
Software 1 (33%) - - -
Total 3 - - -

By Geo

State/Country Buy Value Sell Value
United States 3 - - -
  Virginia 1 - - -
  North Carolina 1 - - -
  Georgia 1 - - -
Total 3 - - -

Top M&A Advisors

Financial Deals
SenaHill Partners LP.
 1

Company Summary

SECTOR

Financial Services

Established

2014

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