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AdvisorEngine
ADVISORENGINE PORTFOLIO SOLUTIONS INC. is an SEC-registered investment adviser in NEW YORK, NY, registered since 2025. The firm manages approximately $103...
AdvisorEngine
ADVISORENGINE PORTFOLIO SOLUTIONS INC. is an SEC-registered investment adviser in NEW YORK, NY, registered since 2025. The firm manages approximately $103 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
other
Year founded
2014
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Rich
Founder
Craig
Business builder with background in corporate strategy
Carly
Leadership in financial services training, product development, and client success
Raj
Managing Director (formerly at Pershing's BNY Mellon)
Beth
Compliance officer
Kathy
Helps advisors deepen client relationships
Sector focus
Frequently asked questions
Who runs investment decisions at AdvisorEngine?
AdvisorEngine itself does not manage capital. Investment management services are offered through its SEC-registered subsidiary, AdvisorEngine Portfolio Solutions Inc. (AEPS). The leadership team includes Rich (founder), Craig, Carly, Raj, Beth, and Kathy, whose backgrounds span financial services, technology, and compliance (per the firm's website).
Is AdvisorEngine structured as a family office or as a technology firm?
AdvisorEngine is a wealth management technology provider, not a family office. It sells software to RIAs and, through AEPS, provides investment management as a registered investment adviser. Its primary business is platform subscriptions, not capital deployment.
Does AdvisorEngine participate in fund commitments or direct deals?
No. AdvisorEngine does not make fund commitments or direct investments. Its investment management arm, AEPS, provides portfolio management and rebalancing services to advisory firms, but the firm's core business is technology.
What investment stages does AdvisorEngine target?
AdvisorEngine does not target investment stages. The firm's investment management services are designed to support RIAs in managing client portfolios, but the firm itself does not invest in companies or funds.
Which sectors does AdvisorEngine explicitly avoid?
AdvisorEngine does not publicly disclose any sector restrictions. Its platform is asset-class agnostic and serves RIAs across all investment categories.
How is AdvisorEngine related to other financial firms?
AdvisorEngine is an independent private company. Its founder, Rich, previously led the RIA custody business at Bank of America Merrill Lynch. Several senior team members also came from Bank of America, Pershing, TD Ameritrade, and WisdomTree.
Does AdvisorEngine maintain philanthropic structures?
AdvisorEngine does not publicly disclose a philanthropic foundation or charitable trust.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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