Advisorengine Inc.
Other Technology · New York, New York
Advisorengine Inc. is a other technology company based in New York, New York, incorporated in 2015. It has raised at least $59.8 million across 9 known rounds, of which $59.4 million was reported to the SEC on 9 Form D filings, most recently in 2018.
AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.
| Date | Round | Amount | Raised to date | Lead investor | Source |
|---|---|---|---|---|---|
| 2018-01-09 | — | $30.0M | $59.8M | SEC Form D | |
| 2017-05-02 | — | $5.0M | $29.8M | SEC Form D | |
| 2016-12-02 | — | $20.0M | $24.8M | SEC Form D | |
| 2016-08-30 | — | $469K | $4.8M | SEC Form D | |
| 2016-03-08 | — | $392K | $4.4M | SEC Form D | |
| 2015-04-16 | — | $100K | $4.0M | SEC Form D | |
| 2015-04-15 | —+2 amd | $3.5M | $3.9M | SEC Form D | |
| 2014-12-22 | — | $400K | $400K | SEC Form D |
SEC rows are Form D filings, where the amount is what was actually sold and amendments update a round rather than adding one. Press rows are split between company-issued releases or wires and editorial or third-party coverage. The total is therefore a floor: a round nobody reported is a round we cannot see. A buyout or control change appears in the timeline but is never added to the total: that money goes to shareholders, not into the company.
Form D is the notice a company files with the SEC when it sells securities without registering them. It reports the amount sold, not a valuation. Figures here are what the filing says. Where a filing is silent, the field is left blank rather than estimated. “Total raised” adds press-reported rounds that never appear in a filing, so it is a floor rather than an audited sum: press amounts are the figures the company announced, and a round nobody reported is a round we cannot see.