# AdvisorEngine

AdvisorEngine is an other based in New York, United States.

## Overview

- **Organization type:** other
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** advisorengine.com
- **LinkedIn:** https://www.linkedin.com/company/advisor-engine

## Regulatory record

- **CRD number:** 336317
- **SEC file number:** 801-134392
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336317

## About

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 1 employees and 2 investment advisers.

## Sectors

- FinTech
- Enterprise Software

## People

- 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

## 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).

### 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.

## Related profiles

- [Sagana GmbH](https://altss.com/profile/sagana-gmbh)
- [Elevate Brandpartners](https://altss.com/profile/elevate-brandpartners)

---

Last updated: 2026-07-06T00:30:35.541Z

Canonical page: https://altss.com/profile/advisorengine

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology