AdvisorEngine careers

Advisor Engine is a next-generation, white-label ​digital wealth management platform built on Roboadvisor DNA. We uniquely support both traditional advisor face-to-face client relationships and completely digital, low-touch interactions.​ In a single place, we provide a fully customizable roboadvisor​, ​dashboards to analyze and track business development, ​billing, and performance reporting. ​

Financial Advisors are facing new challenges from increased consolidation/competition and growing consumer demand for digital solutions. These firms also face the challenge of understanding younger millennial clients. Approximately $60 trillion of assets will be moved between generations in the near future.

We believe that the future of wealth management is a thoughtful combination of financial advisors and digital client-facing technology. Our platform is built to help firms grow their business and succeed in working with the next generation.