Companies using AdvisorEngine
We have data on 10 companies that use AdvisorEngine. The companies using AdvisorEngine are most often found in United States and in the Financial Services industry. AdvisorEngine is most often used by companies with 10-50 employees and 10M-50M dollars in revenue. Our data for AdvisorEngine usage goes back as far as 8 months.
If you’re interested in the companies that use AdvisorEngine, you may want to check out Square and PeopleSoft as well.
Who uses AdvisorEngine?
| Company | INSART |
| Website | insart.com |
| Country | United States |
| Revenue | 10M-50M |
| Company Size | 50-200 |
| Company | Powered By Search |
| Website | poweredbysearch.com |
| Country | Canada |
| Revenue | 1M-10M |
| Company Size | 10-50 |
| Company | Bedel Financial Consulting |
| Website | bedelfinancial.com |
| Country | United States |
| Revenue | 10M-50M |
| Company Size | 10-50 |
| Company | Franklin Resources Inc |
| Website | franklinresources.com |
| Country | United States |
| Revenue | >1000M |
| Company Size | >10000 |
| Company | Scharf Investments |
| Website | scharfinvestments.com |
| Country | United States |
| Revenue | 10M-50M |
| Company Size | 10-50 |
| Company | Website | Country | Revenue | Company Size |
|---|---|---|---|---|
| INSART | insart.com | United States | 10M-50M | 50-200 |
| Powered By Search | poweredbysearch.com | Canada | 1M-10M | 10-50 |
| Bedel Financial Consulting | bedelfinancial.com | United States | 10M-50M | 10-50 |
| Franklin Resources Inc | franklinresources.com | United States | >1000M | >10000 |
| Scharf Investments | scharfinvestments.com | United States | 10M-50M | 10-50 |
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AdvisorEngine Market Share and Competitors in Financial Management
We use the best indexing techniques combined with advanced data science to monitor the market share of over 15,000 technology products, including Financial Management. By scanning billions of public documents, we are able to collect deep insights on every company, with over 100 data fields per company at an average. In the Financial Management category, AdvisorEngine has a market share of about 0.1%. Other major and competing products in this category include:
Financial Management
What is AdvisorEngine?
AdvisorEngine is a complete wealth management platform that provides the tools and technology needed to run and grow wealth management firm. It provides practice management, CRM, billing, client onboarding, portfolio management, rebalancing, client portal, contact management, data consolidation and more.
Top Industries that use AdvisorEngine
Looking at AdvisorEngine customers by industry, we find that Financial Services (42%) and Investment Management (12%) are the largest segments.
Top Countries that use AdvisorEngine
73% of AdvisorEngine customers are in United States.
Distribution of companies that use AdvisorEngine based on company size (Employees)
Of all the customers that are using AdvisorEngine, 44% are small (<50 employees), 12% are medium-sized and 2% are large (>1000 employees).
Distribution of companies that use AdvisorEngine based on company size (Revenue)
Of all the customers that are using AdvisorEngine, 44% are small (<$50M), 0% are medium-sized and 0% are large (>$1000M).
