Tech Company Financing Transactions
AdvisorEngine Funding Round
AdvisorEngine closed a $20 million Series A financing round on 11/21/2016. Investors included WisdomTree Investments, SenaHill Partners and private investors.
Transaction Overview
Company Name
Announced On
11/21/2016
Transaction Type
Venture Equity
Amount
$20,000,000
Round
Series A
Investors
WisdomTree Investments (Lead Investor) (Jonathan Steinberg)
Proceeds Purpose
AdvisorEngine will utilize the Series A infusion to fill strategic staff positions that will support the continued development and expansion of the wealth management platform.
Company Information
Company Status
Acquired or Merged
Industry
FinTech
Mailing Address
60 Hudson St.
New York, NY 10013
USA
New York, NY 10013
USA
Phone
Website
Email Address
Not Recorded
Overview
AdvisorEngine builds powerful and intuitive technology for financial advisors. Our team is made up of enterprise technologists, data scientists, designers, futurists, business builders and former financial advisors. We come into the office every morning with a goal of creating the future of financial advice.
Profile
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Chief Executive Officer
Richard Cancro
Chief Financial Officer
Michael Sbrocco
Chief Operating Officer
Craig Ramsey
Chief Technical Officer
Vladimir Baranov
VP - Bus. Development
David Coyle
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Where The Data Comes From
We report on all VC transactions involving tech companies. VC investment data records reported here are sourced from news reports and company announcements. The data is sourced from VentureDeal.com, an affiliated venture.
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